Designations and Licenses

Kate is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Kate provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Kate was a financial planner with LPL Financial. Her responsibilities included financial planning, portfolio management, trading, compliance and marketing. She previously held positions with State Street and BlackRock.

Kate has a bachelor’s degree in business administration with a focus on finance from California State University, Chico.

Personal Interests

Away from the office, Kate enjoys cooking, travel and spending time with her family.