Senior Client Services Associate
Kate joined Atlanta Financial Associates in 2019 as a Senior Client Services Associate. On a day to day basis, she currently coordinates the new client onboarding process, handles asset transfers, and general service needs. Before Kate joined the Atlanta Financial team, she worked as a Financial Planning Associate with Northwestern Mutual. She graduated from the University of Georgia’s Terry College of Business in May 2014 with a BBA in Finance. Kate is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Life Underwriter designee. She holds Series 7 and Series 66 securities registrations in addition to being a licensed insurance agent for life, accident, sickness, and variable products.
Kate grew up in the Roswell area but has resided in Atlanta for almost five years now. In her spare time, she enjoys cooking, watching the Georgia Bulldogs, and spending time with her family.
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