Our Firm

Katia Palza

Client Service Assistant

Katia’s warm presence and utmost professionalism ensures each client encounter is a pleasant one. She loves getting to know our family of clients and finds joy in helping them reach their goals.

Katia supports clients and advisors through day-to-day service operations, researching and responding to client inquiries, establishing new accounts, facilitating asset transfers and cashiering. She also oversees several internal processes including planning client meetings, assisting with the firm’s compliance activities and maintaining vendor relationships.

With her strong organization skills and keen eye for details, Katia strengthens the team’s ability to more effectively deliver an exceptional client experience.

After graduating from Baylor University Katia quickly returned to the city she loves. Even after 20 years in Austin, she is always in search of exciting local adventures and has recently developed a new passion for paddle-boarding on Lake Austin and ziplining across Lake Travis. Outside of her adventures, you’ll find her spending downtime with family, friends and her Spanish-speaking parrot – Crackers.

Professional Involvement

  • Series 65 license

Community Passions