- Financial Coach
A Personal Note from Kate
Puzzles always intrigued me. Crosswords, logic puzzles, whatever the sort of puzzle I love taking little pieces of information and putting them together to solve a problem.
I obtained my first job in the financial services industry in 2005 with a large insurance company. The position involved heavy sales and little planning. I quickly learned what type of financial advisor I was not meant to be and left to join a financial planning firm working under a CFP. I enjoyed working with clients, doing supervisory work, and creating financial plans.
In 2009 I transitioned to focusing on income tax planning and preparation. I had interned at a Tax Accounting firm in college and fell in love with taxes and planning. Since that time I had always worked doing income tax preparation during the tax season, but transitioned to a full-time career. I continue to hold this passion and love meeting new clients, developing relationships that stretch over years and facing a new situation every day.
My husband Paul and I have two children who keep us very entertained. I am a youth leader at Alfred Almond Bible Church, a Cub Scout den leader, and assist my husband in managing the Hornell Dodgers as part of the New York Collegiate Baseball League.
Seeing the first clients I helped go from feeling overwhelmed by debt, to financial stability inspired me. I enjoy working with people to help them solve their problems and get them on a path to success.