“Communication is essential for maintaining strong relationships with our clients.”
Kate joined Clearview Advisory in 2017 and serves as marketing manager for the team. She oversees the creation and implementation of the Clearview marketing strategy each year, including designing communications and brand messaging. She produces pitch books, presentations, and promotional materials, and also edits materials created by the team.
In this role, Kate is leading the expansion of digital marketing efforts at Clearview Advisory, and she advises executive leadership and other team members on presentations and educational materials.
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.