“Kate is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 20 years experience in the financial sector. Kate has learned listening is top among the most important things she can do for her clients – that no one feels helped if they do not feel understood.
Originally from West Virginia, Kate now lives in Chicago with her husband and two children. They get outside as much as possible and are planning a trip to hike on the Appalachian Trail. Kate also coaches her kids soccer teams and has held local community engagement volunteer positions with her village.”
Education: Elon University, B.S. Business Marketing
To live is so startling it leaves little time for anything else.
Get to know Kate
Biking towards a picnic with my daughter and not to be forgotten – her fuzzy bear!
We couldn’t go to Germany as planned for our 10 year anniversary – so we dressed up and ‘went to’ Oktoberfest in our back yard.
More exploring the nature around our community this summer – wading in the river and turning rocks over looking for crawdaddies!
Me and kids at the pumpkin patch this fall, keeping a safe distance, of course.
What's the last book you read?
Caste The Origins of our Discontents by Isabel Wilkerson
Who would you most like to swap places with for a day?
MacKenzie Scott – just to be able to to give and make an impact to charities the way that she has.
What's your secret talent that no one knows about?
I’m an expert jump-roper and used to compete.
What's the coolest thing you're working on right now?
All those little home projects that need attention. Makes me so happy to complete them!