Client Service Specialist
Kate is passionate about building connections with clients and being a part of their journey as they reach their long-term financial goals. Kate began her career in finance in 2020 with Fidelity Investments before moving on to work at Robinhood. She launched her wealth management career in 2022 as a client service specialist in the Boulder office here at Mercer Advisors. She graduated from the University of Colorado Boulder with a Bachelor of Arts in Political Science. Kate is a Colorado native who in her free time enjoys riding her horse, hiking with her dog, and spending time with her friends and family.