Kate Maier
Vice President, Private Client
CFP®, CTFA, J.D.
Office Information
Contact Kate
Kate’s Locations
Plymouth, MN 55441 (763) 417-1700
About Kate
Kate has been a financial planner at Wealth Enhancement 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 knowledge to help clients understand the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys educating people about complex estate and financial strategies. She obtained her bachelor’s degree in economics and French from Cornell College and received her Juris Doctor from Mitchell Hamline School of Law, where she focused on estate planning, tax planning and elder law. She earned a black belt in karate and enjoys traveling with friends and family and spending time with her dog.
Education
- J.D., Mitchell Hamline School of Law
Additional licenses and designations
- Life and Health Insurance License
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What we’re thinking about
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Newsroom and Resources
View AllNextAvenue: Kate Maier Featured in “Estate Planning for May-December Couples”
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