Katie Smith
Director of Client Services
Katie Smith is the Director of Client Services. As the company’s very first employee, she says she has truly grown up at Chesapeake Financial Advisors. Over the past 14 years, she’s gotten married, had four daughters, and grown to love her work family, including clients and coworkers.
Originally from Towson, Maryland, she holds a BBA from The George Washington University with a concentration in information systems and a minor in psychology. She uses this experience daily to continuously update processes and make them as efficient as possible.
Katie’s favorite core value is Care.
“It seems like such a simple thing but is truly the heart of Chesapeake Financial Advisors and not just in terms of caring for our clients but for each other and the work that we do.”
Outside of the office, you can find her spending time with her family, reading, traveling, or checking out the newest restaurant.
Favorite Maryland food ?
Steamed crabs, crab cakes, and snowballs, lemons with peppermint sticks, and snowballs.
Favorite Maryland sports team ?
Ravens and Orioles
Favorite place in Maryland ?
The Bank & The Yard, Downtown
“Work smarter, not harder.”