Katie Prevendoski joined CCR Wealth Management as a Client Service Specialist in September of 2024. Katie is responsible for onboarding new clients, coordinating client meetings with advisors, answering account or statement questions, and processing client requests.

With over 8 years of experience in the financial industry, Katie prides herself in being attentive to client needs and being detail oriented. Prior to joining CCR Wealth Management Katie worked as a Client Service Specialist for both large and small firms in New York. Along with client service, Katie brings experience in insurance, financial planning, and compliance.

When not working, Katie enjoys sewing, crafting and spending time with her son. She is very involved in her community and is chairperson for the Round Lake Antiques & Vintage Festival, that has been going on for over 50 years.