“I always did something I was a little not ready to do. I think that is how you grow. When there is that moment of ‘Wow, I’m not really sure I can do this,’ that is when you have a breakthrough.”
Kate joined Strategies Wealth Advisors as a Client Service Associate in the beginning of 2020 with experience in healthcare and human resources. While working to earn her MBA, Kate began her career working in human resources as a Payroll and Benefit Specialist. She is currently working toward her Chartered Financial Consultant designation.
Kate focuses on building strong, long-lasting relationships that focus on the needs of clients financially, professionally, and personally. Kate’s main goal is to provide clients with the best service experience.
Kate enjoys hiking, exploring new trails, and playing sports with her 10-year-old son. They are beginning the process of building a new home and looking forward to learning about the experience.