At Vita Financial, Kate supports senior advisors in crafting personalized financial plans and managing client relationships to help clients achieve their financial goals. Previously, she served as a Workplace Planning Consultant at Fidelity Investments, where she provided comprehensive retirement planning and investment advice to corporate clients’ employees.

Kate currently resides in Hancock, NH which, thanks to its strong community spirit, feels like home. She is pursuing an MBA in Leadership at Champlain College, which she began in January 2021. Joining Vita Financial was a natural choice, drawn by the company’s dedication to personalized financial guidance and its culture of collaborative teamwork, which perfectly aligns with her passion for client success.

Kate’s diverse experience in sales, project management, and financial consulting, along with strong communication skills, helps her tackle complex challenges and deliver exceptional service. Outside of work, she enjoys participating in community activities, particularly those related to art, education, environmental sustainability, and quilting.