Kate’s experience as a real estate agent formed the foundation for her entering the financial industry. Kate’s goals are simple: to help her clients protect, sustain and help maximize their legacy for the next generation.
Whether you are early in your career, hoping to retire in the next decade or have already left the workforce, Kate is prepared to assess your situation and tailor solutions to help protect your financial future.
A Rhode Island resident since 2003, Kate lives in Warwick with her husband & partner-in-all-things, Bob, and is the mother of two adult daughters, Claire & June. Kate enjoys volunteering with organizations in her community, such as the Warwick Boys & Girls Club, Norwood Neighborhood Association and Scandinavian Communities.