Katie Tomkewicz

Katie Tomkewicz

Financial Paraplanner & Operations Manager

Katie earned her Bachelor of Arts in Communication from La Salle University in 2013 and has more than eight years of operations experience working in higher education and insurance. Most recently, Katie worked at International Planning Group as a New Business Manager assisting in the implementation of life insurance solutions and is a designated Associate from the Life Management Institute (ALMI).  Katie also holds a FINRA Series 7 registration with Commonwealth Financial Network. She is excited to bring her operational and client-first mindset to LifeFirst Financial.  

Outside of the office, you can find Katie doing the things she loves most: spending time down the Cape, snowboarding and watching rugby with her husband Michael and family.