As Visionary’s COO, Kate works closely with the Visionaries to ensure they are equipped to help clients in the most efficient and effective manner. Through collaboration with the Executive Team, Kate focuses on business growth and development while creating and implementing streamlined operations to serve the Visionaries and their clients. She cultivates relationships with Visionary’s key vendors to ensure best execution and manages the day to day operations of the firm.
Kate joined Visionary Wealth Advisors when it was founded in 2014 and was instrumental in collaborating and developing the core mission and values of the company.
Prior to joining Visionary, Kate served in various roles at Northwestern Mutual for six years. Kate has a Bachelor’s Degree in Marketing from Eastern Illinois University, an MBA from Southern Illinois University – Edwardsville, and completed the Women’s Leadership program at the Olin School of Business at Washington University.
Kate has lived in Maryville, Illinois since 2013. She’s a fan of St. Louis sports teams and the University of Illinois, and enjoys concerts, traveling and time with family and friends. She serves on the board of Swing Fore Hope and helps facilitate its fundraising efforts each year.