Kate joined the team in January 2024. She was born and raised in Casper Wyoming and has associate degrees in Economics and Business Administration. Kate holds her Series 7 and Series 66 securities licenses.
Outside of the office, she enjoys playing sports, baking and scrapbooking. She also loves spending time with her husband, Chase, their two dogs and their cat.
Kate is passionate about helping clients work toward their financial goals and is excited to be part of their journey.