Katie Wilmot is our client services coordinator at Main Street Wealth Group. Katie & Ashlee have a combined 28 years of financial industry experience specifically in making sure the client experience is world class. They are the first people you will see or talk too, and they are here to make sure you have a superior experience. Katie specializes in the daily coordinating functions of our office, processing new accounts, handling payout requests, helping clients with cost basis information, and many other client requests.
Professionally, Katie began her career here in the summer of 1998, right after graduating from Chico State University with a BA in Sociology and a minor in Business/Human Resource Management. She immediately felt at home in the environment this office provided.
“To this day, I can honestly say I love my job. I enjoy the detail-oriented nature of the business, am driven to maintain an organized and efficient office, and have found that my desire to help has contributed to my success as an assistant to the advisors I work with. But hands down, my favorite part of my work is the interaction I get to have with our clients, some of the most wonderful people I’ve ever known. I feel lucky to get to work with such great people and for such a great company.”
Katie was raised in Esparto, just west of Woodland, and has always loved the valley. There was no question she would be back in the area after college. Now settled in Woodland, she enjoys being close to the Nugget Market, having sidewalks and street lights, with a very short commute to work. In July 2010, Jason and Katie added their daughter, Abby Mae, to the family and are enjoying watching her grow and change every day. Katie has always been active in the community, coaching at Esparto High for years, volunteering with the 4H program, and finding that the focus is now gravitating towards Abby’s interests. Life is good.