“The opportunity to work at Truepoint with such a credentialed and experienced group of professionals is truly exciting and fosters an environment where you’re driven to achieve more in the continued pursuit of excellence.”
As a member of the financial planning team, Kate facilitates the strategic planning and coordination between specialist teams and advisors and also assists with wealth management plans, stock option monitoring, insurance reviews and audits. “My commitment is to help bring our clients the kind of planning that will assist them in achieving their goals, having a lasting impact on their family and creating energy and momentum towards achieving those desired outcomes.”
Kate earned a bachelor’s degree in English and political science from Ohio University. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation.
Kate’s hobbies including running, biking and traveling. She and her husband, Mark, live in Mt. Lookout.