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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.

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