Katie Welling launched her career in the fiduciary field in 2012, transitioning from the hospitality industry where she excelled in customer service, time management and teamwork.
She began her employment at Foster Thornton, LLC, now Foster Thornton Welling, as an Assistant to Nancy Thornton. In January 2016, Katie received her Fiduciary License. She is now managing more than $180 million of assets under administration. Katies works to uphold the integrity and objectives of Foster Thornton Welling in all her roles. These include serving as Personal CFO for high net-worth individuals as well as trustee, administrator, executor, conservator, medical power of attorney for healthcare, and agent under financial power of attorney.
Having worked for and alongside a private fiduciary for more than a decade, Katie is knowledgeable of the regulations surrounding trust administration. She has acquired a keen attention to detail and excels at multi-tasking and maintaining positive and responsive relationships with clients. Having worked with numerous types of trusts and estates, Katie is adept at organizing and prioritizing tasks, overseeing bill pay, clerical duties, and maintaining accurate records and accountings. She is proficient in Quicken, Quickbooks and Gillette Estate Management Software (GEMS).
A native San Diegan, Katie received her Associates Degree in Business Administration from Grossmont College in 2011. She received her Bachelor’s Degree in Public Administration from San Diego State University in 2014, graduating on the Dean’s Honor Roll. In 2015, she completed courses at California State University Fullerton, receiving certificates in both Professional Fiduciary Management for Trustees and Professional Fiduciary Management for Conservators.
Katie currently serves on the Rady Children’s Hospital Foundation’s Estates and Trusts Council. The council focuses on educating professionals on the importance of philanthropy in estate plans and strives to show the community how their investments impact the hospital’s vision to revolutionize pediatric health in San Diego.