Kathleen Lipshultz brings over 20 years of customer service experience to Eric’s practice. Dedicated to providing the utmost in customer service, Katie focuses on various areas, including refining our client service model, processing workflow, scheduling, responding to service requests, and managing short- and long-term projects.

Prior to joining Eric’s practice, Katie worked as an executive assistant, supporting a successful President and CEO. As an Executive Assistant, she maintained the office as well as supported the Vice President of Finance. Maintaining a busy small investment practice, Katie also managed client services and marketing.

Katie is a mother to three wonderful children and is currently pursuing a degree in Business Administration with a minor in Sociology from the University of Maryland Global Campus.