Kate got her start in the industry by way of insurance and is fully licensed. Wanting to expand her knowledge of the financial industry, she was excited to join the Evergreen team in February 2019.
Working closely with advisors and clients, she is able to build strong working and personal relationships to assist in the implementation of our client’s financial goals.
Also having previously worked in marketing and events in Philadelphia, Kate enjoys the creative freedom she has at Evergreen to enhance the growing community image and reputation Evergreen holds.
She and her husband, Matt, along with their pit bull Jacob, reside in Williamsport. They very much love their community with its small town atmosphere and big city venues, as well as participating in various volunteer opportunities. In Kate’s free time, you can find her exploring new cities and countries, being a complete foodie, binging podcasts, renovating their home, and enjoying the outdoors.
Learn About Kate’s Guiding Principles
The welcoming family atmosphere at Evergreen creates a wonderful work culture that our clients get to experience as well. Mix that with our team and everyone’s expertise, and you have something really special.
