JD, CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Life and Health Insurance License
Kate has been a financial planner at Wealth Enhancement Group since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her expertise to help walk clients through the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys taking complex estate and financial strategies and making them easily understood to the average person.
She obtained her Bachelor's degree in Economics and French from Cornell College and received her Juris Doctor from Hamline University School of Law, where she focused on estate planning, tax planning and elder law. In her spare time she received her black belt in karate, enjoys traveling with family and friends and spending time with her dog.
AREAS OF EXPERTISE
• Estate, Trust, and Gift Planning
• Retirement Income and Investment Strategies
• Retirement Benefit Planning
• Social Security
• Medicaid Planning
1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.