Kate is the Director Financial Wellness for the HPM Partners’ Retirement Advisory Division. She specializes in developing financial wellness programs that provide tools for the everyday person to succeed financially.  Kate works directly with plan sponsors to create custom wellness strategies specific to employee demographics.

Kate joined Pension Architects in 2008 where she has dedicated her efforts to helping retirement plan participants reduce financial stress and achieve a financially successful future.  The team specialized in one-on-one, customized, in-person meetings with plan participants.

Pension Architects merged with HPM Partners in January 2013.

Kate received her Juris Doctor from Pepperdine University School of Law and her Bachelor of Science in Business Administration from California Lutheran University. Kate is also an Accredited Investment Fiduciary® (AIF®) and a member of the California State Bar.