Director of Client Services
“I firmly believe in the impact we create by helping guide clients and their families towards their financial goals. Having the opportunity to contribute to a team that serves our clients through crafting comprehensive financial plans is extremely gratifying. I am beyond fortunate to serve this group that is creating such an impact on our community.”
Katy joined the Traction Financial Partners team in 2018 after having been in the financial services industry since 2012. She brings experience from seeing other firms in the industry and has been brought on board to ensure each client receives world class service from start to finish. Katy helps guide clients through the process of putting strategies developed between clients and our partners into action.
In her spare time, Katy enjoys spending time with her daughter, Ellia, family, and friends. On the weekend, she can be found either scoping out the greatest brunch spot around Denver or playing a game of tennis.
Katy Kappius offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.