Kate began her financial planning career almost 20 years ago, earning her Series 7 after moving to Michigan from upstate New York. She has years of experience working with planning firms, brokerage houses and running her own business.
Since joining The Athena Financial Group, Kate has been an invaluable asset in operations, account management, trading and client relations. As an expert in life insurance and long term care, Kate analyzes client’s current insurance programs and develops strategic solutions to optimize coverage. When focused on financial planning, she believes in providing clients with information and options catered to their individual needs.
Kate has a BA from State University of New York at Postdam. Kate currently resides in Shelby Township with her husband, Marc, and two teenage children. Away from the office you can often find her at a hockey game or at the soccer field.
Shelby Township Rotary- Board Member
Shelby Township Solid Waste Management Committee
Macomb Charity Connect- Board Member
Rochester Juniors Women's Club - Haute to Trott Chair
Leadership Macomb Class of 2017-2018