Having joined the financial services industry in 1998, Kate offers clients a significant level of experience in her role at the firm. She enjoys the relationships she builds with clients and always takes a proactive and detail-oriented approach to serving them. Clients also appreciate her problem-solving skills and that she takes time to give them the dedicated, personalized support they deserve.
Before coming to North Road Wealth Partners in 2015, Kate worked for Wells Fargo Advisors, LLC, formerly A.G. Edwards & Sons, Inc., for 17 years. She attended Saint Michael’s College in Colchester, Vermont, where she majored in psychology and earned a Bachelor of Science. Kate lives in Westford with her husband, Matt, and the couple’s two children. Outside the office she enjoys spending time with her family, traveling and skiing.