Kate serves as a Client Relationship Specialist, supporting clients with their day-to-day financial needs. She acts as a primary liaison between clients, custodians, and financial advisors, helping to provide the delivery of timely, accurate, and personalized service. She is also a licensed Notary Public in the Commonwealth of Pennsylvania.
Kate brings nearly 17 years of experience from Vanguard, where she worked on the institutional side as a Project Administrator. Her tenure provided her with a strong foundation in operational excellence and client service. She holds a Bachelor of Science in Business Management from The Pennsylvania State University and, in 2025, earned her Financial Paraplanner Qualified Professional (FPQP®) designation.
She resides in the Philadelphia metropolitan area with her family. Outside of her professional responsibilities, Kate enjoys walking, swimming, and traveling.
