Detail-oriented & empathic, with a lifetime love of learning
The Book She Should Write: “Why Don’t We Teach Kids About Money? A Guide for Parents & Educators “
Absolutely loves: Her two young children and big extended-family gatherings
Pet Peeves: Left lane drivers
Fantasy Career: Race Car Driver
A Few Details: Kate is a Certified Financial Planner (CFP®) and has also completed Level II of the Chartered Financial Analyst (CFA) designation. She graduated from UMass Dartmouth.
Kate is our Director of Financial Planning, and absolutely loves what she does. She has a genuine interest in helping individuals and families navigate all matters of planning and investment. With a real zest for learning, Kate enjoys staying educated about new opportunities and potential pitfalls in the world of finance. In addition to her passion for finance and education, Kate is a natural with people from all walks of life. She especially loves children and believes strongly in arming kids with the information they need to manage the practical aspects of money and life. Prior to joining Baldwin, Kate spent multiple years in wealth management, wearing many hats including client relations, trading, financial planning and portfolio management.