CCO & Director of Planning Operations
Hometown of New Philadelphia, Ohio
Get to Know Kate
Favorite Movie -Hamilton the Musical
Favorite Food - Seafood/Wild Game/Sushi
Favorite Season - Fall
Years with TAG - 5 years
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 of 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 client service here at the office, Kate enjoys nothing more than to spend quality time with her four-year-old daughter, Brinlee. The two often take weekend trips to southern Ohio to visit their family. Kate also is an avid fan of cooking, reading, writing, being outdoors, creative projects, and helping others to grow and share their faith. Along with our other team member, Amber, she attends New Life Tabernacle in Massillon, Ohio.