One Marina Park, Suite 1600
Boston, MA 02110
As a Financial Planner, my mission is to assist my clients in defining their financial goals and achieving
financial freedom. My background is in Real Estate, and my goal is to become a lifelong resource to those
working in that industry. I am dedicated to providing advice around the specific needs of Real Estate agents, brokers, and employees of Real Estate companies. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for my clients.
I am a UMASS Lowell graduate and have passed the Life, Accident & Health Exams and the Series 7 and 63. When I am not working, I spend as much time as I can with family and friends. Especially focusing this time on my two young nephews and watching them grow. I also enjoy playing tennis and traveling.
I am licensed to sell securities in MA, MD, NH, NJ, NY, CT and CA. I am licensed to sell insurance in MA, CT, CA, MD, NJ and NY
CA License 4175904
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Strategies
- Business Succession Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Kate’s Licenses and Disclosures