Director
Kate began her career in the financial services industry in 2005 when she joined Equitable. She works closely with individuals to support their healthcare planning needs, and she offers progressive, efficient, and creative strategies to help clients and their families prepare for the future. Over the course of her tenure, she has supported small‑business clients in designing insurance and investment programs tailored to their unique corporate needs.
In her role at The Rockland Group – Wealth Management, LLC, Kate has developed a strong belief that a firm thrives when it fosters meaningful connections with its clients and the communities it serves. As Director, she applies this philosophy—along with her extensive experience and expertise—to support the firm’s mission as a full‑service organization dedicated to guiding clients toward long‑term growth.
Kate holds a Bachelor of Science in Business Management from Delaware Valley University. She also maintains her FINRA Series 7 and Series 63 registrations, as well as Life and Health Insurance Licenses in multiple states.
Kate and her husband live in Cherry Valley, where they enjoy spending time outdoors with their rescued dogs.