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Endorsements

What truly sets Katie apart is her personal approach: she listens intently, challenges thoughtfully, and builds trust quickly, creating an environment where meaningful strategy can take shape and move forward with confidence.

President
Community Bank

The CustomStrat Advisory team brought an invaluable outside lens—combining market and competitor intelligence with thoughtful, data-driven analysis that consistently elevates our strategic decisions

Chief Strategy Officer
Regional P&C Carrier

Working with CustomStrat Advisory and Katie Liebel, our Line of Business Strategic Plans delivered immediate and lasting value.

President
Community Bank

Katie's exceptional strategic insight and precision turned complex challenges into a clear, actionable plan that aligned teams and advanced our business goals.

CMO and Chief Customer Officer
Wealth Management Division for Global Bank

Working with Katie has been a game-changer for our innovation efforts. Her ability to combine practical tools with inspiring guidance helped our team unlock new ways of thinking and deliver tangible results.

Head of Innovation
Top 20 U.S. P&C Carrier