Katie Estillore

Client Services Officer

Katie is our Perceptive Client Services Officer who joined our Team in November 2024

Katie has a bachelor’s degree in secondary Education and has worked as an ESL Teacher before landing her current role in the financial planning industry.

Katie’s Passion lies in discovering new things, and she find great satisfaction in exploring literature, new places to visit, and learning new skills, walking in mountainous areas in another activity she loves, which recharges her energy and provides a calming presence away from city.

Her favorite book is “The Little Prince,” which inspires her in many ways and serves as a therapeutic experience. The book themes of childhood innocence, relationships, and self-importance resonate with her, and its meaning had evolved as she; grown from teenager to a young adult, she also mentions enjoying books by Michael “Faudet and lang Leav.

Katie strongly believes in the motto “play to your strength,” which is from the movie Harry Potter. This statement has motivated her to focus on her strengths rather than dwelling on her weakness. By doing so, she believes her potential can be honed, allowing her to conquer any challenges that come her way.