Kate provides comprehensive financial planning and investment consulting services to high net worth individuals and their families. She focuses on helping clients discover planning opportunities centered on their unique circumstances and lifelong goals. Kate began her career with Kovitz in 2008. Kate is a member of the Financial Planning Association; the Professional Women’s Club of Chicago; the Chicago Estate Planning Council; and the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation Legacy Partners. Kate earned her Bachelor of Science in Commerce degree in Economics with a Minor in Management from DePaul University, graduating cum laude. She is a CERTIFIED FINANCIAL PLANNER™ professional. Kate is licensed with FINRA under Series 7 and 66.