Operations Manager
Kate is proud to serve clients throughout Spokane and across the Inland Northwest.
Get to Know Kate
Kate ensures everything runs smoothly behind the scenes at Stewardship Concepts. As our Operations Manager, she keeps the office organized, efficient, and on track. With an Associate in Arts degree from Miami Dade College and an accounting degree from Spokane Falls, Kate’s attention to detail and organizational skills are key to supporting our team.
Kate is here to help with scheduling, transferring 401(k) rollovers, portfolio contributions and distributions, and answering millions of other questions. Her ability to streamline operations makes it easier for clients to navigate their financial journeys.
When she’s not managing operations, Kate loves hiking in Spokane with her family. She finds joy in baking, gardening, and solving puzzles — a reflection of her knack for organization and a passion for finding solutions. Whether it’s in the office or at home, Kate is always ready to “keep things in their right place.”
Quote
"I find joy in making the complex simple, whether it's organizing our office or guiding clients through the red tape." – Kate, Operations Manager