Katherine Perez is the Office Coordinator at Independent Investment Advisors. With nearly 18 years of experience spanning customer service, relationship management, and client retention, she is dedicated to creating a pleasant and efficient experience for every client. Katherine is passionate about fostering a warm and welcoming environment from the moment clients walk through the door.
A lifelong Southwest Florida resident, Katherine enjoys exploring local beaches and park trails with her husband and daughter. She also loves cooking, crafting, and taking walks with her beloved dog.