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Aurelius Family Office

Katie Straka

Senior Operations Associate

Senior Operations Associate

About Katie

Katie Straka is a Senior Operations Associate at Aurelius Family Office. Katie brings a sharp operational mindset and a genuine commitment to delivering an exceptional client experience. She is known for her ability to keep complex practices running smoothly while finding opportunities to improve processes and strengthen systems behind the scenes.
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Legacy & Credentials

Katie has held positions ranging from Client Associate to Manager of Operations, building broad experience across CRM implementation, compliance recordkeeping, and high-net-worth client onboarding across multiple custodial platforms.


Among her career highlights, Katie led a full end-to-end practice management migration at a Colorado-based advisory firm — converting over 20 years of historical client records, financial documentation, and CRM data into a modernized platform with zero data loss or firm downtime. Most recently, she spearheaded the integration of AI meeting intelligence tools at a Denver-area practice to enhance workflow efficiency and client communication.

Greatest Professional Satisfaction

Katie finds the most fulfillment in untangling complexity — whether that’s rebuilding a CRM from the ground up, modernizing an outdated workflow, or engineering a smarter process where one was long overdue. She thrives in environments where operational excellence directly translates into a better experience for clients and a smoother, more connected team.

Greatest Personal Satisfaction

Outside of work, Katie’s love of organization doesn’t stop at the office — it follows her home, where she channels it into indoor microgreens growing, raising birds, and tending to her own little ecosystem of living things that thrive on structure and attention. When she’s not nurturing something green or feathered, she enjoys vibe coding and gaming — Katie is always building something, even when off the clock.

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