Licensed Assistant

As part of the team, Katie provides various kinds of support in the role of Licensed Assistant from preparing business correspondence to providing excellent customer service

Katie’s primary role includes general office support, completion of client paperwork, helping to prepare financial reviews, responding to client-initiated contacts, all while delivering fast, accurate, efficient and customer-focused service.

Katie is also our tax filing expert, having completed the H&R Block tax filing program.

To contact Katie, email katieburns@ironmanfinancial.com.