Katie T. Mathis is a Wealth Planning Coordinator at Schlieman Wealth, where she plays a key role in supporting advisors and delivering a seamless client experience. Her work spans both planning and implementation, helping ensure financial strategies are executed thoughtfully and efficiently.
In her role, Katie assists with trade-related activities, prepares portfolio review materials, and helps build personalized financial plans tailored to each client’s goals. She also serves as a primary point of contact for many client service needs, including account deposits and contributions, account transfers for prospective and existing clients, and a wide range of advisor and client requests. Her attention to detail and steady follow-through ensures each client interaction reflects Schlieman Wealth’s commitment to clarity and care.
Katie holds Series 7 and Series 66 securities registrations with LPL Financial, along with life, health, sickness, and variable insurance licenses.
She joined Sullivan & Schlieman Wealth Management in 2019, bringing a diverse professional background to her role. She previously worked as a commercial project manager with Clear Rate Communications in Troy, Michigan, where she developed strong organizational, communication, and project coordination skills that continue to serve her well in financial planning operations. Katie graduated cum laude from the University of North Georgia with a Bachelor of Science in Art Marketing.
Katie lives in Dawson County, Ga., with her husband, Brady, and their two sons, Mason and Blaney. Outside the office, she enjoys staying active, traveling, and cheering on her favorite teams, which include the Georgia Bulldogs and Michigan Wolverines. Family and community are central to Katie’s life, and she is deeply involved in her church, Juno Baptist, where she and her husband serve as youth ministry leaders. They also enjoy volunteering at their local food bank.