“The opportunity to work at Truepoint with such a credentialed and experienced group of professionals is truly exciting. The client-centered focus pushes you to achieve more in the continued pursuit of excellence.”
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.
Kate’s hobbies including running, biking, and traveling. She and her husband, Mark, live in Pleasant Ridge with their daughter.
Specialties: education savings, holistic financial planning, insurance, multi-generational wealth planning, stock options