Katie Upchurch

Katie is a Client Service Associate at Bluerock Wealth Management, where she works closely with advisors and fellow team members to deliver the support that allows the practice to maintain a high standard of client service.

A Georgia native, Katie earned her bachelor’s degree in business administration from Georgia College in Milledgeville. She began her career as a paralegal in family law and worker’s compensation before transitioning to wealth management, driven by a desire to help individuals and families achieve their most meaningful financial goals.

Outside the office, Katie enjoys spending time with her family and three dogs. She has a passion for all things nerdy and finds joy in cooking and sketching during her downtime.