Kate Guillen

Kate Guillen is an accomplished professional with extensive experience in operations and client service across various financial and management roles. As the Founder of Simplicity Ops since December 2019, Kate focuses on creating scalable practices through customized client experiences via workflows and automations. Prior to this, Kate served as an Operations and Client Service Associate at Seaside Wealth Management, where dedication to client service was paramount. Kate's expertise includes roles at D.A. Davidson Companies as a Client Associate, delivering administrative support to financial advisors, and as an Executive Assistant-Office Manager at Taygran, Inc. Additionally, Kate's early career includes managing office operations and programs at the Boys and Girls Clubs of San Dieguito.