Koosie Boggs brings nine years of financial services experience and a diverse professional background to her role as Chief Operating Officer at Boggs & Company Wealth Management. Known for wearing many hats within the firm, she oversees day‑to‑day operations, coordinates strategic initiatives, and ensures that the client experience remains seamless, efficient, and aligned with the firm’s high standards of service.

With prior experience in tech startups and consulting, Koosie brings a unique vantage point to the business—combining operational excellence with an entrepreneurial mindset. Her ability to streamline processes, improve efficiency, and anticipate both team and client needs allows the firm to deliver an elevated and consistent client experience. She is passionate about building systems that empower advisors to focus on what matters most: serving clients and helping them navigate complex financial decisions.

Koosie’s academic and professional track record speaks to her commitment to leadership and innovation. During her undergraduate studies at Georgetown University, she served as President of the McDonough School of Business. She continued to demonstrate her leadership capabilities at Wharton, where she was elected Class President of the MBA program in 2013.

Her earlier roles in consulting and the startup world have shaped her strategic thinking and adaptability—qualities she now brings to the operational foundation of Boggs & Company.

Beyond her responsibilities at the firm, Koosie is deeply involved in the Special Olympics community. She serves as the Head Coach for the Milton Special Olympics soccer and basketball teams and is the assistant coach for the track and field program. Her commitment to her athletes reflects the same energy, empathy, and encouragement she brings to her work.

In her spare time, Koosie enjoys coaching, building community, and staying active. Her passion for service and leadership—both professionally and personally—continues to shape the supportive and mission-driven culture at Boggs & Company Wealth Management.