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In her role as a Medicaid Paralegal at Tully Law Group, Katie is dedicated to providing the highest level of service by assisting clients with critical care needs in obtaining and maintaining Medicaid benefits.
Katie brings to this role over 20 years of diverse client service experience, with a focus on elder law and estate planning since 2020. Prior to this, Katie spent 6 years working in finance for top wealth management firms including Morgan Stanley and Wells Fargo Advisors. After studying marketing and business law at Hofstra University, the first 10 years of Katie’s career were dedicated to coordinating continuing education seminars for physical, occupational and speech therapists. This experience provided her with invaluable insight into the treatment of individuals with physical and developmental disabilities.
Katie’s background in both the healthcare and financial fields coupled with her empathetic and compassionate nature enable her to guide and support families through the complexities of the Medicaid process during the most sensitive and trying times of their lives.
On a personal note, Katie is passionate about cooking, entertaining, and travel. She also enjoys hiking, kayaking, and spending quality time with family and friends.
