Kate started at Northwestern Mutual in 2018 and joined Prince Financial Services in 2022. She aims to help clients better understand their financial health and improve their financial literacy skills. By using her M.S. in Education from Simmons University and B.S. in Education from Wheelock College, Kate takes pride in educating clients about all aspects of the financial planning process.
Kate is continuing to build her skills and experience in the industry, currently holding through LPL the FINRA Series 7 and 63 registrations, along with her Life, Accident, and Health Insurance licenses.
Kate spends most of her time outside the office with her fiancée and their four children. They like to travel, do lots of crafting, and explore new places to eat (especially coffee shops to keep up with four teenagers).