With over sixteen years of experience in the financial services industry, Kate holds her Series 7, 63, and 65 FINRA registrations, as well as the CERTIFIED FINANCIAL PLANNER™ professional designation. She earned a B.A. in Cultural Studies and Comparative Literature from the University of Minnesota, where she graduated summa cum laude and Phi Beta Kappa. Kate also holds a M.A. in Philanthropic Studies from Indiana University, where she was a Jane Addams-Andrew Carnegie fellow. As a servant leader, Kate has served on many local nonprofit boards, is a community volunteer, advises collegiate groups, and prides herself on being a mindful donor. She lives in Minnetonka with her young family.
Our advisory model was designed to help you articulate a vision for your best life and align your wealth in service to those goals. Wealth, in our view, is more than your earning power, savings power, and an optimized balance sheet. We understand wealth more broadly to include your time, physical health, mental wellbeing, ability to leisure, the freedom of choice, the contributions we make, the legacies we leave behind, our core connections to family, friends, & community, and our individual sense of purpose. Life was meant to be lived--deeply and meaningfully, mindfully and intentionally. This fundamental philosophy is reflected in our work and relationships with clients.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
