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Bailey Wealth Advisors - Silver Springs, MD

8403 Colesville Rd. Suite 845, Silver Springs, MD 20910

 
Kathleen Lipshultz

Kathleen Lipshultz

Senior Administrative Assistant

Kathleen Lipshultz brings over 15 years of customer service experience to Eric’s practice. Dedicated to providing the utmost in customer service, Katie focuses on a variety of areas, including refining our client service model, processing workflow, scheduling as well as responding to service requests and managing projects, short and long term.

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 Health Services Management with a minor in Sociology from the University of Maryland Global Campus.