Meet Kate


For Kate, making Equanimity Wealth Management’s clients’ lives better is the best part of her job. It’s a complicated world we live in and if Kate can make it less complicated even just a little bit, she counts that as a successful day. Kate also loves having all of the clients a part of her daily life.

Kate has a BA in Sociology from Michigan State University. GO GREEN! It was supposed to have been an Accounting degree, but it wasn’t an appropriate financial plan for her to go to school for an extra 2 years after MSU made quite a few changes. Post college Kate worked for a couple small businesses and learned a lot of valuable skills, though she really wanted to wear her accounting hat as a career. It was a huge blessing when a friend referred her to Scott. That was 2002! Kate never looked back and continues to only look forward.

Kate is passionate about serving people: family, friends, her church, her neighbors, and her clients. Others come first. Thanks to Kate’s parents for instilling that value deep in her heart, soul, and thoughts.

Kate only offers securities through Cetera Advisor Networks LLC, and investment advisory services through CWM, LLC.

Kate’s favorite food is chocolate. It’s a required part of her daily diet.

Playing music is Kate’s equanimity. She enjoys sharing a beautiful piece of music with an audience. Kate’s thankful for the fine arts instruction she received as a kid from St. Johns Public Schools. Kate plays the saxophone and clarinet in multiple community music groups. Her calendar is full of rehearsals and gigs. Kate hopes to play through her 80s as she sees others do.

Kate is a reader. Specifically, she enjoys historical fiction; she respects authors who write in this style and put so much effort into researching a time period in order to accurately place their characters into it. Kate doesn’t necessarily have a favorite book because there are too many from which to choose. She just enjoys learning while being entertained.

Kate’s mom died in 2007 after having cancer for 11 years and hadn’t even started her bucket list or her travel list. That taught Kate not to wait; do those things when you are young because you might not have that chance later. Kate does love to travel and experience other cultures. She would like to spend time in England, Ireland, more of Italy, Germany, Sweden, Iceland, etc, etc, etc.

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