Discover Kate’s
Extensive Background

In her role, Kate works closely with advisors and clients, leveraging her ability to build strong, trust-based relationships that are key to implementing and achieving our clients' financial goals. Her background in marketing and events, gained from her previous work in Philadelphia, allows her to bring a creative and strategic approach to Evergreen's branding and outreach efforts. Kate's innovative ideas and commitment to excellence have played a significant role in enhancing Evergreen's reputation and expanding its influence within the community.

Kate's passion for travel has greatly influenced her approach to business development. The insights she has gained from exploring diverse cultures and environments have sharpened her ability to connect with clients and colleagues from all walks of life, making her an invaluable asset to the Evergreen team. She deeply appreciates the unique blend of small-town charm and big-city amenities that her community offers, and she actively participates in various volunteer opportunities, giving back to the place she calls home.

Outside of work, Kate is an avid explorer of new cities and countries, a self-proclaimed foodie, and a podcast enthusiast. Whether she's hiking through nature or immersing herself in a new culinary experience, Kate brings the same level of enthusiasm and curiosity to her personal life as she does to her professional endeavors.