Kate joined Stratos Wealth Partners as a Transition Specialist in 2016. Prior to joining Stratos, Kate was a licensed Insurance Agent and Registered Representative with Farmers Financial Services. She currently holds her FINRA Series 6 and 63 registrations with LPL Financial.
Kate has developed a keen understanding of the challenges and concerns faced by Small Business Owners after working closely with them for over 13 years. A passion for small business and commitment to Customer Service make the Transitions Team a great fit.
Kate is located in our San Diego location and lives with her husband and two children. She spends most of her free time on the sidelines of her kid’s soccer and baseball games or at the beach.