Kate believes that good financial planning should alleviate clients’ stress, have a lasting impact on their families, and generate the necessary energy and momentum to help them achieve their desired outcomes. As a member of the financial planning team, Kate facilitates the strategic planning and coordination between specialist teams, and she assists with wealth management plans, stock option monitoring, insurance reviews, and audits.
Current role
Senior Financial Planner, Regional Director Oregon at Evergreen Gavekal
Senior Financial Planner at United Asset Management
Senior Financial Planner & Analyst at Tasteful Selections LLC
Senior Financial Planner at ProVise Management Group, LLC.
Senior Financial Planner at Sanlam
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