Kate Clark
Retirement Plan Consultant
Experience and Education
Kate provides services to plan sponsors and employees and assists team members with retirement plan questions and projects. Prior to joining Mariner Wealth Advisors full-time, Kate participated in an internship with the firm the summer prior to graduation.
She has a bachelor’s degree in management and society from the University of North Carolina at Chapel Hill.
Personal Interests
Kate played Division 1 college tennis for the UNC women’s tennis team. During her time in Chapel Hill as a student-athlete, she also participated in the Richard A. Baddour Carolina Leadership Academy, a four-year program on leadership development.
Kate’s Office
Insights
Simplifying the Retirement Plan Tax Credit for Start-Ups
September 15, 2022
For start-up small businesses, establishing a retirement plan can be costly as well as resource and time prohibitive. Legislation...
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Helping Small Businesses Close the Retirement Coverage Gap
August 9, 2022
You see “Help Wanted” signs everywhere, but small-business owners historically have been at a disadvantage when it comes to...
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Strategies for Helping Employees Weather Market Volatility
July 7, 2022
With ongoing market volatility negatively impacting your employees’ 401(k) balances, educating them on maintaining a long-term investing perspective is...
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