"At the end of the day, I find satisfaction in taking the complexities of retirement plans and making them easy for my clients to understand."


Education:

Kate attended Iowa State University.
 

Experience: 

Kate has over 25 years of financial services experience.
 

Credentials:

  • Life insurance license
  • Series 6 & 63 securities registrations held through LPL Financial
     

Personal Life:

Outside of work Kate enjoys volunteering as a director for her local library, pitching in at the food bank and helping out the Friends of Iowa Public Radio. When Kate needs to decompress and get away from it all, she can be found kayaking, taking a jog or simply reading on her back porch with coffee in hand. 

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