Kate joined Advisors Management Group in December 2017. Prior to joining the firm, she worked in manufacturing and healthcare during her career as a financial analyst. She is excited to use her skills to help clients reach their personal financial goals. In her current role Kate oversees the tax team, along with providing tax planning, investment portfolio management and personalized financial planning services to our clients. Kate earned a Bachelor’s Degree in Finance from the University of Wisconsin – La Crosse. Outside of the office she enjoys spending time with her children and gardening.