Kate focuses on assisting the financial advisors within our team with administrative tasks. This often consists of opening new accounts, preparing and processing paperwork, and providing support in working towards the client’s financial goals.
She has been working in the financial services industry since 2022. Kate earned her B.A. in Communication Studies from the State University of New York at Cortland.
In her free time, Kate enjoys spending her time outside whether that be hiking, swimming at the beach, skiing, traveling, or just going for a long walk. She was born and raised in Syracuse, NY.