Kate Gillette builds trust with her clients by responding quickly to their needs and helping them feel comfortable with the financial planning and wealth management process.
Serving others and taking pride in her work has always been important to Kate, who earned a Master’s Degree in Social Work from Loyola University Chicago. Kate previously worked with nonprofit organizations before starting her career in wealth management and earning her designation as a CERTIFIED FINANCIAL PLANNER™. That experience helped her develop the professional creativity and flexibility she now utilizes as a Senior Client Service Manager for the Everland Sandry Team at Moneta. Kate’s time in the nonprofit world also taught her to understand people while helping them navigate circumstances in a caring and compassionate manner – skills that remain highly relevant to her work with clients as she guides them through financial planning strategies.
Traveling is Kate’s favorite thing to do. She enjoys good food and drinks, whether she is hosting at home or out at a restaurant. Kate also loves spending time outdoors in Montana – hiking, camping, and learning to fly fish.
- CERTIFIED FINANCIAL PLANNER™
