Katherine Beltran

Katherine Beltran

Director of Client Experience

As Manager of Client Experience, Katherine brings a sharp eye for detail, a love of streamlined systems, and a people-first mindset to every practice she partners with. She’s passionate about creating smoother workflows, smarter task management strategies, and overall improvements that not only boost efficiency—but also elevate the client experience from start to finish.

After earning her degree in Hospitality from Northern Arizona University in 2012, Katherine began her career with industry leaders like The Walt Disney Company and American Airlines, where she developed a strong commitment to delivering exceptional client experiences. It was during this time that her curiosity for technology blossomed—she found genuine joy in learning new systems and an even greater passion for teaching others how to use them with confidence and ease. That passion took her into the FinTech world, where she dove headfirst into her role as a Trainer at Redtail Technology.

Over the years, Katherine has guided firms of all sizes through the ins and outs of both Redtail and Wealthbox CRM, helping teams turn their institutional knowledge into repeatable processes that actually stick. She's known for her ability to blend structure with flexibility, making sure every solution works in real life—not just in theory. Whether she’s refining workflows or brainstorming fresh ideas, Katherine is always ready to roll up her sleeves and find what works best for the team and their clients.

Originally from California’s Bay Area, Katherine has proudly called the greater Phoenix area home for most of her life (jokingly referring to herself as Arizona’s “stepchild”). When she’s not working with her clients, she’s likely spending time with her niece and nephews, trying out new recipes, tackling a creative project, or planning her next adventure—by car, plane, or wherever the road leads.