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.
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.