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Kate Schelonka

Client Solutions Representative

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.


1200 17th Street
Suite 500
Denver, Colorado 80202

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