Kate joined G/R Wealth Management Group at the start of 2025, bringing a diverse background in design, marketing, and customer service. She graduated from the University of Wisconsin–Eau Claire with a degree in Graphic Design and a minor in Marketing. Prior to joining our team, she honed her skills as an Office Manager at a local hardware store in her hometown, where she not only managed operations but also guided customers in finding solutions for their everyday projects.
As the warm and welcoming presence at our office, Kate is the friendly face you’ll see when you walk through the door and the helpful voice on the other end of the line. Her creativity and design expertise help the team illustrate complex financial concepts into clear, accessible, and easy to understand visuals for our clients.
Outside of the office, Kate enjoys expressing her creativity through arts and crafts, including drawing, knitting, and practicing guitar. She also loves experimenting with new recipes and cherishing time with her friends, family, and her beloved dog, Frodo.