Kate’s path into the financial services world began with a passion for people and a strong foundation in care and communication. After earning her Bachelor of Science degree in Nursing from Presentation College in 2014, she made a career pivot in early 2019, joining her husband Jack’s advisory practice as a Client Services Assistant. Since then, Kate has grown into a vital part of the business and now serves as the firm’s Client Relationship Manager.

She holds her Series 7 and Series 66 licenses, along with a life insurance producer license, and brings a detail-oriented, client-first approach to every interaction. Known for her warm, personable style, prompt communication, and organizational skills, Kate ensures that clients feel supported, informed, and confident throughout their financial journey.

Together, Kate and Jack provide a team-based approach to financial advising that prioritizes seamless service and redundancy—so clients can always count on knowledgeable, responsive support. Whether coordinating meetings, following up on planning items, or managing day-to-day communication, Kate plays a key role in creating a smooth, high-quality experience for every client.

Outside of work, Kate is passionate about health and wellness, enjoys staying active through fitness, and cherishes her role as a mom to the couple’s two young children. She is also deeply involved in her community, serving as a co-chair for the Greater Mankato Area United Way’s Fire and Ice Gala and supporting other local initiatives.