Katie Kirchner

Katie Kirchner

Vice President of Client Services

Katie Kirchner brings 10 years of industry experience to Bukaty Companies Financial Services where she currently serves as Vice President of Client Services. In this role, Katie is responsible for day-to-day oversight and leadership of the Retirement Plan Services team, in addition to providing the team support in meeting established service level requirements through workflow coordination, scheduling, training and process improvement. She is also responsible for providing a positive experience for assigned retirement plan consulting clients through the development and maintenance of strong relationships. To do so, she serves as the liaison between the plan sponsor, record-keeper and retirement plan consultant in order to help resolve any plan administration or participant issues.

Prior to joining Bukaty Companies Financial Services in 2010, Katie spent several years in the banking industry.

Education
Katie received her bachelor’s in Business Administration from the University of Iowa.

Industry Designations
Katie currently holds her Series 65 registration with Bukaty Companies Financial Services.