Kate joined Patriot in 2008 as an Administrative Assistant. In her current position, Kate assists the Director of Operations and Investment Managers with most practices and procedures pertaining to daily operations. She is passionate about and strives to deliver excellent client service. She also works closely with the Chief Compliance Officer.
Since 2012, she has served as the Chapter Executive for the East Tennessee Financial Planning Association and she volunteers for fundraising events for HonorAir Knoxville and Friends of Literacy.
Outside of Patriot, Kate enjoys the outdoors, sports and has a love for animals. She also enjoys spending quality time with friends and family.