Kate Moss, CFP®

Kate Moss is a Wealth Advisor, CERTIFIED FINANCIAL PLANNER™, and Shareholder. She started her career in financial services at Equanimity Wealth Management (EWM) in 2002, doing all things in the office but being an advisor. Over time, as she learned and grew, it became increasingly difficult for her to not advise clients. With encouragement from Scott and many clients, in 2015, she made the decision to become an advisor.

For Kate, encouraging and caring for clients is the best part of her job. It’s a complicated world and if Kate can make it less complicated, by using easier language, giving relatable examples, or putting concepts into context, she counts that as a successful day. Kate also loves having clients as a part of her daily life, they are her family.

Kate has a BA in Sociology from Michigan State University. GO GREEN! It was supposed to be 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 in the middle of her collegiate journey. Her mind still thinks accounting and balance, degree or not.

Post college Kate worked for a couple small businesses and learned a lot of valuable skills, though she really wanted to wear her accounting/financial hat as a career. It was a huge blessing when a friend referred her to Scott. Kate has never looked back and continues to only look forward. Always striving to improve, develop, and change to be the best version of herself.

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. She volunteers by playing tenor sax in the Meridian Community Band, serves as a Decon and Team Lead at Riverview Church, and is the president of the board for Hospice of Lansing/Stoneleigh Residence. And when she has spare time, she and her husband Brent love to travel, eat good food, garden, and explore and experience this amazing world.