Kate has been in the financial services industry for over 20 years. She joined Team Triumph in January 2018 as Director of Client Relations.
In her role she designs and oversees client processes and ensures the final product is impressive, polished and comprehensive in scope, representing all that is exceptional at Triumph Wealth Management.
Kate received her LUTCF insurance designation, is licensed in Life and Health with the State of Wisconsin and is in the process of obtaining her Series 6 & 63 licenses.
What do you like to do outside of work?
I love to volunteer for organizations that aid the homeless and under-privileged children. I also enjoy concerts, farmer’s markets and sporting events as well as all things outdoors: snowshoeing, hiking, gardening, hang gliding, boating, etc…
What is something that we should know about you?
Having lived in Southeast Wisconsin for most of my life, I recently moved to the Madison area and am loving it!