Katie Williford

Office Support Coordinator

Katie Williford joined the CCMI team in 2016. As Office Support Coordinator, she keeps our office efficient and enjoyable for all. Katie is the first one to greet clients when they come in and takes the lead on correspondence and billing. She keeps things running around here; is the point of contact for general office questions, billing inquiries, and vendors; and supports the CCMI staff by preparing and finalizing financial plans, maintaining processes and procedures, and other administrative duties. She also works closely with Monica in servicing clients’ investment management needs, ranging from answering questions or preparing forms.

Katie holds a bachelor of science in food and nutritional science from San Diego State University. While she found CCMI by chance, she is thankful for her position. CCMI embraces work-life balance and fully supports her in her passion, which is coaching high school lacrosse.  She is the director and head coach of the girls lacrosse program at Grossmont High School. She also volunteers year round with a local lacrosse club that focuses on teaching life skills through the game of lacrosse. 

Katie and her husband both coach lacrosse teams and spend most of their free time on the field. Whether they are coaching at Grossmont or at a tournament in Las Vegas, they are having a great time. When they aren’t on the field or at work, they love to spoil their two dogs with lots of treats and trips to dog beach or dog parks.  Katie also enjoys reading and spending time with family and friends. 

“Katie is the first one to greet clients when they come in and takes the lead on correspondence and billing.”

Our Team