Investment Advisor Representative
Kate Jacobs joined our team in August 2022 as a Virtual Paraplanner. Kate is a recent career-changer forging a new path in financial planning. With 7-years of previous experience in higher education fundraising, Kate has spent the last two years supporting advisors and learning about the financial services industry. Kate recently completed her Seriess 66 and is an Investment Advisor Representative. She currently assists Matthew with financial planning preparation and maintenance of existing client plans.
Kate studied at Liberty University and holds a B.S. in Sport Management with a Minor in Business, as well as an M.S. in Sport Administration.
Personal Background: Kate currently resides in Monroe, LA with her fiancé but is a proud native of Syracuse, NY. Go Orange! When she’s not studying Kate enjoys traveling, spending time with friends and family, and is currently planning a wedding.