Katy Stephens

Client Service Specialist

Katy has an uncanny knack for catching on to complicated and tedious tasks very quickly and then making them seem like a breeze. Her work has taken her on a very deep dive into the CRM Junxure/Advisor Engine, making her the undisputed best resource for this information on Team VOS. Whether it’s spreadsheets, forms, agendas, social media updates, personal concierge services, or creation of email marketing campaigns, Katy has a wide range of skills that will get the job done. As a Client Service Specialist, Katy enables her advisors to focus on clients and practice growth by taking on the overwhelming daily tasks that are not the best and highest use of an advisor’s time.

A Georgia native, Katy has begun to spread her wings and packed quite a bit of travel into the past couple of years. A few years ago, she and her husband purchased their first RV and haven’t missed a chance to take it to a new place. Katy’s idea of a true adventure is cramming that 300 square foot space full with their teenage son & daughter, herself and the hubby to create family memories. When they first went fulltime in the RV, she was concerned her kids would miss a lot on learning basic life-skills. It turns out that BECAUSE they chose this lifestyle it brought them to amazing places where not only have their kids thrived and learned so many life-skills but it has opened their eyes to a different way of living.