Kate’s passion for relationship building and communication serves as a critical foundation as she helps meet the administrative needs of our clients and ensure seamless coordination of the many distinct services our team offers.

Prior to joining Raymond James in 2021, she spent seven years at UBS Financial as a senior wealth strategy associate and relationship manager, three years as a registered client associate at Merrill Lynch (where she first joined the Silver Liberatore Group of Raymond James in 2011) and six years at Edward Jones as a senior registered branch office administrator.

Before beginning her financial services career in 2004, Kate studied communication at Southwestern Oregon Community College. 

Kate and her husband, Alan, reside in Crystal Lake, Illinois, with their son, Kallan, and daughter, Livia.