Kate joined Clearview Advisory in 2017, balancing her time between marketing and account management. She designs communications and marketing materials for the team, maintains the website and social media, and helps the team prepare for meetings.
Kate also manages relationships with clients, and she coordinates with vendors to support clients in all aspects of retirement plan operations.
Before joining Clearview, she spent nearly a decade as a communications specialist and editor at State Farm Insurance, and as a licensed real estate salesperson in Georgia. She graduated from Doane University in Nebraska with a Bachelor of Arts degree in Organizational Communications. She holds the Chartered Property Casualty Underwriter (CPCU) designation and is certified in change management.