Kate joined Premier Planning Group in 2016, having graduated from Salisbury University with a degree in Financial Planning. As an Executive Assistant, Kate manages marketing and client event logistics as well as assisting clients with their accounts. Additionally, she helps existing and prospective clients as an integral part of the relationship management team.
As a lifelong Maryland resident, Kate loves being near the water, whether it be for boating or just relaxing at the beach. Some of her other interests include cycling, hiking, tennis, recreational shooting, golf, soccer, and spending time with her dog, Lola.