Designations and Licenses

Kate holds the Certified Plan Fiduciary Advisor designation.

Experience and Education

Kate works to help ensure quality retirement plan services are delivered to clients. She assists plan advisors and plan sponsors with annual investment, fee and plan reviews and other compliance with ERISA. She also works with plan sponsors to develop education strategies and participant communications.

Prior to joining Mariner full-time, Kate participated in an internship with the firm the summer prior to graduation.

She has a bachelor’s degree in management and society from the University of North Carolina at Chapel Hill.

Personal Interests

Kate played Division 1 college tennis for the UNC women’s tennis team. During her time in Chapel Hill as a student-athlete, she also participated in the Richard A. Baddour Carolina Leadership Academy, a four-year program on leadership development.