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Kate Welker

  • 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.

About Kate

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.

My Areas of Expertise:

  • Comprehensive Financial Planning
  • Corporate Executive Planning
  • Couples & Money
  • Debt Restructuring
  • Finding Financial Peace
  • Funding a Child's Future
  • Independent Investment Analysis
  • Inheritance/Windfall
  • Personal Insurance & Risk Management
  • Preparing Finances for Incapacity
  • Retirement Planning
  • Special Needs Child Funding
  • Transitioning into Retirement Finances

My Credentials:

  • SUNY Alfred, BS, Financial Planning
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, XYPN Network
  • Dean Leader and Committee Member, Cub Scouts Hornell Pack #7