As an Operations Specialist, Kat serves as a valuable resource for clients and advisors, ensuring they are well-informed about technology advancements, regulatory standards, and new financial products and services. She excels at finding efficient and effective solutions to help clients and advisors achieve their objectives.
Kat takes great pride in her contributions to the financial success of both advisors and clients in a rapidly growing company that places a strong emphasis on ethical practices. This combination of ethics and financial achievement resonates deeply with her professional values.
Kat holds a bachelor’s degree from the University of Texas at Austin, where she majored in Finance and English Literature. Since entering the Financial Services industry in 2016, she has acquired extensive professional experience across wealth management, digital marketing, and technology research and design.
During her leisure time, Kat can be found near bodies of water, engaging in activities such as surfing, paddleboarding, fishing, and scuba diving. She possesses a passion for exploration, having traveled extensively and lived abroad, which has fueled her interest in understanding diverse cultures.
Others would describe Kat as supportive, insightful and innovative.