Associate Financial Planner
kschelonka@merceradvisors.com
Kate holds the FINRA Series 65 license and is an Investment Advisor Representative. She is currently a Candidate for CFP® certification. She graduated from the University of Colorado Leeds School of Business earning a Bachelor of Science Business Administration degree in Finance, with a certification in Personal Financial Planning. She loves teaching and learning about the personal finance industry. In her spare time, Kate likes to metalwork and ski.
Learn more about connecting the dots of your financial life.
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