Kate delivers exceptional service by taking a proactive and forward-thinking approach to account management. She focuses on processing and servicing all aspects of client accounts, ensuring every detail is meticulously managed to help realize their unique vision and long-term wealth goals.

Kate brings valuable experience from her time working with an investment company that specialized in private lending, real estate, and fund management. She is driven by the belief that after a lifetime of hard work, clients deserve true peace of mind in retirement. This commitment to providing security and clarity fuels her passion for her work and her dedication to the families she serves.

She brings a diverse background to the team, having studied at Texas A&M and culinary school at ACC, which helps her approach complex financial tasks with both precision and creative problem-solving.

Guided by a commitment to being a lifelong learner, Kate blends her operational knowledge with a genuine desire to see clients thrive. Outside of the office, she embraces all things summertime, especially spending time at the beach or the lake. An avid cook, she enjoys bringing her culinary skills to life when she isn’t busy supporting the firm’s clients and collaborating with the team she loves.