Meet the team
We appreciate and admire the work you do for your clients, navigating them through life changes, seeing how they manage the pandemic and helping their familiesâ€”especially as they save for college with my529.
We understand how you help clients because we are dealing with similar challenges. Hereâ€™s a glimpse into the lives of two members of the my529 Professional Services Teamâ€”Abby Martin and Katie Turner.
How long have you worked at my529?
Abby: Three years, and I have been on the Professional Services Team for one year.
Katie: Nine years, and on the Professional Services Team for five years.
What is your educational background?
Abby: I have three bachelorâ€™s degrees, in French, Chinese and Asian Studies. I also have a masterâ€™s degree in art history. I love learningâ€”it has always been a huge passion of mine.
Katie: Bachelor of Behavioral Science from Utah Valley University. I love learning about people, and trying to understand why people make the decisions they do.
What do you enjoy most about working at my529?
Abby: Helping advisors to utilize our platform and help their clients have the best experience and benefit from having my529 accounts to help save money for their kidsâ€™ colleges.
Katie: With an uptick in focus on behavioral finance, Iâ€™m able to blend my educational background with institutional knowledge in the conversations I have with advisors who are servicing client accounts and are making decisions about how to better familiesâ€™ lives.
How have you managed your time during the pandemic?
Abby: You can find me watching â€œThe Great British Baking Show,â€ attempting to read â€œDune,â€ and trying to find my cats, Karate and Lilu, who are hiding in the back garden.
Katie: Gardening, enjoying fire pits in the backyard with a glass of wine or re-reading the Outlander book series.
What has been a recent life change for you?
Abby: My partner and I of seven years are planning to celebrate our one-year wedding anniversary this June! We were going to have a big wedding last September, but because of COVID, we eloped to Park City, Utah. No regrets!
Katie: Iâ€™m a mom of three little girls, including a newborn. I love reminding my husband that heâ€™s destined to be surrounded by beautiful women his whole life.
What are your post-pandemic plans?
Abby: Traveling with my husband and bowling!
Katie: Going on a big family trip to somewhere tropical.