Katie Kirchner

VICE PRESIDENT OF CLIENT SERVICES

Katie Kirchner brings 10 years of industry experience to Bukaty Companies Financial Services where she serves as Vice President of Client Services. Katie is responsible for the daily oversight and leadership of the Retirement Plan and Wealth Management service teams, in addition to providing support to the team in meeting established service level requirements through workflow coordination, scheduling, training and process improvement. In addition, she is responsible for providing a positive experience for retirement plan consulting clients through the development and maintenance of strong relationships where she serves as the liaison between the plan sponsor, recordkeeper and retirement plan consultant to help resolve any plan administration or participant matters. 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; she currently holds a Series 65 designation. Outside of work, Katie enjoys traveling and spending time with her family, including 6-year old twins Maddie and Nolan.

Education & Training

  • B.B.A. in Business Administration from the University of Iowa

Specialty

  • Qualified Plans
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