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Katie Small, FLMI, ACS

Katie Small, FLMI, ACS

Director of Marketing

After starting in the financial services industry in 2011, I have worked in several positions including new business, case management, and sales support.  I joined Penn Mutual in 2017 as a New Business Coordinator for the new Charlotte agency.  Eventually, I was able to assume the role of Director of Marketing combining my passion for the industry with my creative drive.  I am proud of what we have accomplished as a brand and as a team as we have evolved into Strategic Planning Group.

My mission at SPG is to guide our financial professionals in developing a personal brand and assist in the creative aspects of their business.  I have obtained FLMI and ACS designations from LOMA, Life licensed in North Carolina since 2015, and a North Carolina Notary Public since 2008.  My educational foundation is in communication with a Bachelor of Science in Electronic Media and Master of Arts in Educational Media from Appalachian State University.

When I’m not collaborating with our partners, you can find me playing with my daughter or visiting new breweries with my husband.  I am a North Carolina native, so if I am not in Charlotte, I’m usually in the mountains watching a football game (GO MOUNTAINEERS!) or at one of our amazing beaches enjoying the sun and sea.