513-493-0558
katie@yourheritageadvisors.com

Katie Silfies brings a fresh perspective to the office . She has a unique desire to understand the “why’s” of her day-to-day tasks, making her a better decision-maker and efficient in her work.

Ever since she was young, Katie had a passion to serve people and often volunteered through school or other community organizations. She thrives on her natural and effective ability to interact with various types of people.

At the start of her days, Katie hopes to make the processes of carrying out client needs as seamless as possible-not just for the clients but for the financial advisors on her team. She relishes in knowing someone’s day was made easier by her hard work and enthusiasm for serving those around her.

Katie looks forward to serving the next generation of clients who will carry on their family’s financial heritage. She also hopes to maintain a healthy work/life balance as a mom so she can be present for her children as they grow up.