P: (919) 800-4574
In her role as Office Administrator, Kate is responsible for overseeing the day-to-day operations of our Raleigh office, event planning and supporting our Wealth Advisors.
Kate is from Reading, MA and comes to us with 22+ years of administrative experience. Kate lives in Raleigh with her son Jack and their dog, Norman. Her youngest son, Jake, attends ECU. Kate enjoys the beach, hiking, and spending time with family and friends.