
About
Since 2011, Kate has leveraged widespread experience in the financial services industry to specialize in solving client challenges through comprehensive financial planning. She joined Wealth Enhancement from TIAA (Teachers Insurance and Annuity Association of America), where she served in multiple roles, most recently as a senior integrated solutions director helping wealth management advisors, relationship managers and financial consultants understand, design, present and implement integrated solutions for plan sponsors and their high-net-worth participants. In her current role with Wealth Enhancement, Kate is responsible for acquiring new high-net-worth clients, supporting financial advisory teams and driving revenue growth through strategic business development practices.
With extensive knowledge in financial planning, trending financial topics and products in the marketplace, Kate has been featured as a subject expert representing TIAA in several publications including Reuters, U.S. News & World Report and Consumer Reports. She has also featured as a guest speaker on a nationally recognized podcast, “Stacking Benjamins.”
Kate grew up in the Finger Lakes region of Upstate New York. In 2014, she moved to Manhattan where she lives with her dog, Cheech. In her spare time, Kate enjoys her lifelong passion for riding horses, live music and international travel. As an avid animal lover, she will never turn down the opportunity to pet any dog she sees on the streets of the city.
Education
- BS – Public Relations, Champlain College
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