Kate is intimately involved in helping our clients implement the strategies and solutions that our planning process highlights. Bringing with her a wealth of knowledge from her seven years experience in the financial services industry, Kate is the director of our team's in-house underwriting and new business processing.
In her free time away from serving others here at the office, Kate enjoys nothing more than to spend quality time with her 4 year old daughter Brinlee; they often take weekend trips to southern Ohio to visit their family. Kate is an avid fan of cooking, reading, writing, anything creative, being outdoors and helping others to share and grow their faith. She attends New Life Tabernacle in Massillon, Ohio.