Iowa City, Iowa
Ideal dinner guest
Guests – lots of them! Justin Timberlake, Jimmy Fallon, Princess Kate, Mario Andretti, Abraham Lincoln, Julianna Margulies, Oprah, Steve Jobs, Walt Disney
Words to live by
Sometimes the smallest step in the right direction ends up being the biggest step of your life.
Qualities you admire in people
Honesty, sincerity, empathy, punctuality. Most of all, a smile!
Dream vacation spot
Favorite sports team
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.
Katie received her bachelor’s in Business Administration from the University of Iowa.
Katie currently holds her Series 65 registration with Bukaty Companies Financial Services.