CHIEF MORALE OFFICER
At 90 pounds of pure Bullmastiff, Kate has picked up where Penelope left off, keeping the office well groomed and morale high. Kate has yet to meet a client, or a treat, that she did not like. Like her predecessor she is not to be trusted, in any capacity, with anything having to do with financial planning or wealth management. However, she is extremely capable of sleeping soundly through both thunderstorms and bouts of market volatility, knowing that she is properly protected by her favorite toy and investment diversification. Kate is much more than an extremely good looking lady. Her loyalty, personality and manners will quickly make her one of your office favorites. We all strive to follow the welcoming and kind example that Kate sets and hope to leave a similarly positive lasting impression.
