Katrina Rebholz is a Client Service Associate with RubinBrown Advisors. In her role, she assists lead advisors in serving clients including client onboarding, assembling proposals, implementing approved financial plans, and facilitating account opening with custodians. Katrina works with our custodians in maintaining client accounts, processing day-to-day client requests, and fields general account inquiries. She prepares financial plans and other client reports to help lead advisors guide clients in achieving their financial objectives.