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Katie Koons

Client Service Associate


katie koons

Katie joined Hoover Financial Advisors in 2015. At HFA, she provides administrative support to ensure optimal operation of the office. Her client service responsibilities include the handling and processing of client service requests, administrative tasks and any general needs or issues that may arise for our clients.

Katie supports HFA’s team of employees in a variety of tasks related to organization and communication—ensuring that the company operates with the greatest possible quality and efficiency. 

She holds a Bachelor’s degree in Education from Pennsylvania State University.  Katie and her husband Matt currently live in Exton with their daughters, Madison and Abigail.

Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing.
Pele


Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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