Designations and Licenses

Kate is a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent.

Experience and Education

Kate’s primary role is servicing high-net-worth individuals on financial planning and tax matters. Prior to joining Mariner, Kate worked at RR Advisory Group where she started in an entry-level position and advanced to a senior wealth advisor. RR Advisory Group was acquired by Mariner. Prior to working at RR Advisory Group, Kate was an assistant financial planner at Merrill Lynch.  

Kate has a bachelor of science degree in business administration from the University of Vermont, with a concentration in accounting and finance.

Personal Interests

Kate is married with two young boys.