Financial Consultant
Kate is a financial professional passionate about helping others achieve fiscal success through financial literacy. She focuses on working closely with educators, small business owners, families and individuals to inform them of financial issues and the importance of saving for retirement. As a Retirement Benefits Group (RBG) professional, Kate’s innovative approach charts a course for financial success so her clients can create the retirement of their dreams. By conducting a thorough analysis based on needs and desires, she develops comprehensive and customized strategies designed to help her clients effectively accumulate, protect, distribute, and transfer their assets in the most tax efficient manner possible. Kate believes in the firm’s noble purpose, “making a difference in the lives of others”. She is passionate and committed to serving the growing demand for financial advice within our communities. Kate resides in Kutztown, PA. In her spare time, she enjoys reading and staying fit. She has been named to Team USA Weightlifting five times and has broken three American records! Professional Designations/Registrations: FINRA Registrations: Series 7 & 66 Life & Health Insurance License Degrees/Education: Kutztown University B.S.B.A. Marketing & Personal Financial Planning Charitable Activities Home For Our Troops. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).