We’re excited to welcome Kate to our team in June 2025 as our new Client Service Associate. She brings a strong background in client service, administrative support, and process improvement—skills that align perfectly with what we were looking for in this role. From managing client paperwork to preparing for meetings and ensuring smooth day-to-day operations, Kate will be an integral part of delivering the exceptional service our clients expect. We’re thrilled to have her on board!
Kate began her career in the financial services industry three years ago and has been learning and growing ever since. In her current role, she provides support by helping ensure that every client receives timely, attentive, and personalized service. She is passionate about building a strong foundation in the industry with a focus on long-term career growth and delivering exceptional service.
Outside the office, you'll find Kate spending time with friends and family, trying new activities, camping, ice fishing, and playing golf "with enthusiasm, not always precision!"