Katie Jones

Katie is the Operations Manager at Richardson Financial Group. In this role she is responsible for managing operational items such as payroll, benefit administration, licensing and continuing education. She is also a member of the client service team where she assists clients with any service related issues.

Katie’s studies in Business Communication at Marquette University have served her well in her many roles at Richardson Financial Group, Inc. Katie earned her license as a Life & Health Insurance agent in the State of Wisconsin.

katie@richardson-financial.com

Hello! Let’s Get Acquainted

Our professional team is comprised of carefully chosen, dedicated professionals who come to us with notable education. We have diverse backgrounds and experiences that come together to provide a seamless wealth management experience for the families we work with.

Among our professionals, you will find a highly qualified group of:

  • Chartered Financial Analysts
  • Chartered Financial Consultants
  • Certified Public Accountants
  • Chartered Life Underwriters
  • Tax and Estate Planning Attorneys
Meet The Team
Meet The Team
Meet The Team