06/29/2026
A great member of our PowerTipps family!
Hi, I’m Kate! After years of managing over $75 million in property assets and short-term rental income, I’m thrilled to now help individuals, families, and small business owners protect and grow their money! I’m passionate about making financial and life-planning conversations approachable and practical. My goal is to help people feel confident about their decisions and prepared for the future. I take the time to understand your goals, identify opportunities and risks, and build strategies that support what matters most to you.
Some of the areas I focus on include:
• Life insurance protection strategies• Retirement income planning
• Business continuation and employee solutions
• Financial education and planning conversations
As an Agent with New York Life, I’m proud to represent a company that has helped families and businesses build financial security for more than 180 years. Because New York Life is a mutual company, our focus is on long-term relationships and the interests of our policy owners. My goal is to build lasting relationships, provide thoughtful guidance, and be a trusted resource as life evolves.
If you're thinking about protecting your family, planning for retirement, or exploring solutions for your business or employees, I’d love to connect!