Client Relationship Manager
Kate has been critical to the operation since 2000. Those who walk through our door will work with Kate at some point. She is the “go-to” person here in the office and keeps the back office running without a hitch. She considers our clients to be members of our family and feels honored to be a part of their financial journey through life. She enjoys time with her husband Scott, their children, grandbabies and great-grandson.
CA License ID 0E72906