Kate joined Strategic Retirement Partners in 2016 and is responsible for a variety of administrative and operational tasks. She oversees operational planning, workflow prioritization and office management. Kate also assists in fiduciary auditing and compliance recordkeeping.
She holds a Bachelor of Arts in Finance from Canisius College. Kate Lives in Canton, Michigan with her husband and 3 children. She enjoys playing intramural volleyball and baking in her free time.
Arkansas & Southern Missouri