Located in Spokane, WA
Available to help face-to-face in Spokane or virtually across the country
Things to Know
- Main contact for moving money, scheduling, and transferring accounts like 401k.
Get to Know Kate
Helps the office stay organized and efficient for our team. Holds an Associate in Arts degree from Miami Dade College. Loves to "keep things in their right place". Enjoys hiking in Spokane with her family. Finds enjoyment through baking, gardening, and solving puzzles.
She Can Help With:
- Scheduling
- Transferring 401k Rollovers
- Portfolio contributions and distributions
- Millions of other questions