Katie Delks

Katie Delks

Business Transaction Coordinator/Estate Administrator

Katie is the Business Transaction Coordinator/Estate Administrator. In this role, Katie assists in all aspects of business transactions, probate, and trust administration, including, but not limited to, preparing documents, attending client meetings, maintaining documentation for Employee Stock Ownership Plans, and managing the annual corporate minutes process.
Katie earned her bachelor’s degree in psychology from Indiana University. In her free time she enjoys traveling, reading, hiking, and spending time with family and friends.