Kate’s experience as a real estate agent formed the foundation for her entering the financial industry. As an insurance professional and financial advisor, Kate’s goals are simple: to help her clients grow and protect their investments, while strategically planning for their retirement and potential future long-term care needs.
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 spends her free time volunteering for organizations within her community and enjoys vacationing in tropical locations.