About Kathleen
Kate strives to provide consistent and timely service across the firm, including client record maintenance, onboarding efforts, account opening processes, distribution needs, trade requests, required minimum distributions, and ongoing account maintenance.
Kate is adept at relationship building. She is knowledgeable in providing friendly, thorough customer service to clients and has been working with the firm for over 22 years.
Education and Professional Milestones
-Completed the Foundations in Financial Planning program