Kate started in financial services in 2023, after seven years of strategic planning with nonprofits. With a heart for people and eye for detail, she recognized close friends and family weren’t getting the financial guidance they needed. Kate now empowers women and families with financial knowledge and tools.
Through active listening and genuine care, Kate’s goal is to position money to work toward your financial goals. She aims to improve people’s lives through efficient and agile risk management and retirement strategies.
Kate is a proud alumna of Butler University with degrees in Strategic Communication and Spanish. She currently holds Life Insurance and Health Insurance licenses.
Kate grew up in Peoria, IL and has lived in Indianapolis’ Old Northside for nearly a decade. She loves to travel, explore local libraries and coffee shops, sing in Central Christian Church’s choir, thrift upcycled clothes, and attend football watch parties with her partner Jackson. Kate’s always available for a phone call or coffee chat.