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Katy Ishmael
While you may see just the two of us in the office, our team extends far beyond that. Behind the scenes, we collaborate with a trusted network of professionals—tax specialists, estate attorneys, portfolio managers, and compliance experts. This collective expertise ensures that every aspect of your financial plan is handled with care and precision. While we might be the faces you meet, our entire team works together to help you achieve your retirement goals.
Katy Ishmael is an integral part of our team at Retirement Advocates. With a strong background in customer service and administration, she brings warmth, efficiency, and dependability to everything she does. Before joining Retirement Advocates, Katy worked at Children Behavioral Health Services, where she supported families with compassion and care.
Since transitioning to her administrative role here, Katy’s attention to detail and commitment to client satisfaction have made her a key player in our operations. She takes pride in building strong relationships with our clients and ensuring that every question and request is handled promptly and professionally. Whether you need assistance scheduling appointments or managing paperwork, Katy is always here to help and ensure your experience with Retirement Advocates is seamless.