Kate joined Matter in 2019 after working at a shared family office for over four years. Prior to her time in the family office space, Kate worked at a large brokerage firm with several high-producing teams in a client service role. We welcome the experience and insight that Kate brings to Matter. She loves serving families and helping them navigate the complexities of their lives, and enjoys her work on our Wealth Planning and Coordination committee.
Kate earned her BS in Finance from the University of Missouri-Columbia and her JD with a focus on Taxation and Estate Planning at Saint Louis University. Kate serves on the board of the Carol House Quick Fix Pet Clinic, a local animal welfare non-profit with a focus on community engagement and education.
When she is not working, Kate enjoys exploring St. Louis with her husband, daughter, and dog. You may also find her in Dallas at a Cowboys game, or around St. Louis trying out new restaurants.