Kate brings several years of client relations and customer service experience as general manager of a prestigious local restaurant to her role at WealthCare Financial as a Client Experience Specialist working closely with the wealth advisory team in the Indianapolis office.
Born and raised in Minnesota, Kate earned her bachelors degree in Communications from the University of Minnesota Duluth. She is currently studying to attain her securities licensing and resides in the Broad Ripple area with her husband and daughter.
Community & Service
With a passion for service, Kate began volunteering at the age of just 14 spending 5 years with the Saint Cloud, Minnesota hospital in several departments and capacities that extended to conducting various educational classes in their pediatric unit and even leading arts and crafts efforts with the rehabilitation patients. Her energy and enthusiasm not only garnered her multiple “Volunteer of the Month” awards but led to being named the “Most Spirited Volunteer of the Year”, the youngest ever recipient of that honor.
Something More About Kate
Kate gained from her restaurant experience to become a certified sommelier and likes to “study” wine in her spare time. She has sampled wines from all the major growing regions around the world. Give her a call when you need a recommendation!