Team website: https://www.bltwealthmanagement.com/
Kate specializes in assisting business owners, professionals and families with the accumulation and preservation of wealth and is dedicated to delivering high quality service to her clients. Kate’s passion is helping to create efficient long term financial strategies while building long term relationships with her clients. Her signature process is comprehensive financial planning and wealth management. Some of her specialties include retirement income planning, business planning, succession strategies, investment advisory, and insurance planning. While most clients have implemented various financial tools and strategies throughout their life, it is important to gain clarity on the big picture by putting the pieces together to analyze and plan for the future.
Kate received a Bachelor of Business Administration in Finance from Texas A&M University and holds the Series 66 and 7 Securities Registrations along with her life and health licenses. Kate began her role as a Financial Advisor in the Hawaii office in 2012. After her husband Austin finished his service in the U.S. Navy they decided it was best for the family to move back to Texas. Born and raised in Houston, she found herself right at home among family, friends, and opportunity. Kate and Austin enjoy spending time in Galveston on the weekends with their daughters Lily and Lyla. Kate is also an avid equestrian and enjoys riding her horse and traveling to various horse shows.
Texas Insurance License Number 1766845
Hawaii Insurance License Number 421378