Director of New Business Development
Kate joined Premier Planning Group in 2016, having graduated from Salisbury University with a degree in Financial Planning. Kate manages marketing and client event logistics as well as assisting clients with their accounts. Additionally, she helps existing and prospective clients as an integral part of the relationship management team.
As a lifelong Maryland resident, Kate loves being near the water, whether it be for boating or just relaxing at the beach. Some of her other interests include cycling, hiking, tennis, recreational shooting, golf, soccer, spending time with her dog, Lola and volunteering at the SPCA of Anne Arundel County.