With 18 years of experience in the retirement industry, Kate has built a strong reputation as a retirement plan expert and consultant. Specializing in technical plan design and compliance consulting, she collaborates with plan sponsors, financial advisors, and CPAs to ensure retirement plans are optimized and compliant with regulatory requirements.

Passionate about educating plan sponsors on the intricacies of their 401(k) plans, Kate excels in simplifying complex compliance topics, making them easy for clients to understand. Her deep expertise spans working with third-party administrators, investment providers, and fiduciary services, including the development of 3(16) fiduciary services, PEPs, GOPs, and 402(a) products. Most recently Kate managed a team of 30 client relationship managers that specialized in defined contribution plans.

Kate lives in Green Bay, WI with her husband and two children. You can find Kate attending her children's sporting events which include, lacrosse, soccer, basketball and hockey. She enjoys any outdoor activity and makes it a point to spend time outside even in the cold winter months. She and her family prefer the summer months in Wisconsin where they spend as much time as possible on their boat at the lake.