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Biography

Kate is a Principal in the Los Angeles office. She manages the financial wellness program for the Retirement Plan Services practice. She specializes in developing financial wellness programs that provide tools for the everyday person to succeed financially. Kate works directly with plan sponsors to create custom wellness strategies specific to employee demographics.

Kate joined Pension Architects in 2008 where she has dedicated her efforts to helping retirement plan participants reduce financial stress and achieve a financially successful future. The team specialized in one-on-one, customized, in-person meetings with plan participants. Pension Architects merged with Cerity Partners in January 2013.

Education

  • J.D. from Pepperdine University School of Law
  • B.S. in Business Administration from California Lutheran University

Highlights

  • Accredited Estate Planner®
  • Member of the California State Bar

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