Kate has over 20 years of experience in Private Banking, Insurance and Risk Management – having served as a Vice President in the Private Client Group of a number of large banks. She left the banking industry to solely focus on risk management and advisory services, becoming a licensed agent, a Certified Insurance Counselor and Registered Investment Advisor. Kate is also a Certified Fitness Instructor and Muay Thai Boxing Instructor – having owned her own gym for over 20 years. Kate stays very active and enjoys watching her daughter play collegiate soccer.