Most recently, Kate worked as a Wealth Planner for The Private Client Reserve at U.S. Bank where she was recognized in 2012 as a "Reserve Elite" winner. Prior to joining U.S. Bank, Kate held several Wealth Planning and leadership positions including DWM Advisors in North Carolina, Kuehl Shepherd Kozlowski Group, and Wachovia Securities in Virginia.
She earned a Bachelor of Science in Business Administration with concentrations in International Business and Marketing and a Spanish minor from the University of Richmond. She is a CERTIFIED FINANCIAL PLANNER™ and has received several accolades including being recognized in 2013 by Venue magazine in its "40 Under 40" issue and was selected as a participant in the 2014 YWCA Rising Star leadership program class.
She is a graduate of the United Way Emerging Leaders program and is involved in the Cincinnati Symphony Orchestra Encore program, Cincinnati Area Senior Services, and Fernside, a center for grieving children. Kate and her husband Pete, reside in Mariemont with their two daughters.