About Kate
Kate joined Focus Partners Wealth in 2025 and strengthens the firm’s bench through her dedication to delivering exceptional service and her passion for implementing client-centric solutions for current and prospective clients.
Joining the financial services sector in 2021, Kate climbed the ranks at Moneta, where in just a year she had progressed into a Client Service Administrator role, ultimately working her way to Client Service Manager. Her experience gave her valuable industry knowledge, sharpened her problem-solving skills, and fostered a passion for serving clients.
When not in the office, Kate is an avid reader, and is passionate about traveling, hiking, University of Alabama football, spending time with her family and her dogs, and finding the best restaurants in the city. In her spare time, she is likely to be found at the St. Louis Art Museum, thrifting, or exploring in a different time zone.
Kate joined Focus Partners Wealth in 2025 and strengthens the firm’s bench through her dedication to delivering exceptional service and her passion for implementing client-centric solutions for current and prospective clients.
Joining the financial services sector in 2021, Kate climbed the ranks at Moneta, where in just a year she had progressed into a Client Service Administrator role, ultimately working her way to Client Service Manager. Her experience gave her valuable industry knowledge, sharpened her problem-solving skills, and fostered a passion for serving clients.
When not in the office, Kate is an avid reader, and is passionate about traveling, hiking, University of Alabama football, spending time with her family and her dogs, and finding the best restaurants in the city. In her spare time, she is likely to be found at the St. Louis Art Museum, thrifting, or exploring in a different time zone.