CLIENT SERVICES ASSOCIATE
Kate joined Flourish as Client Services Associate in 2020 and has fully embraced the team structure focused on delivering personalized client relationships. She enjoys the opportunity to meet with clients and colleagues while working as a team to support their long-term success.
She has developed a broad array of skills that support the Flourish team and is always looking for opportunities to learn more about the industry. Her prior work experience includes time at TD Ameritrade, Scottrade, Regency Management, and Mueller-Geddes Partnership.
Kate enjoys connecting with clients on a personal level to create a supportive environment where their needs are heard and promptly addressed. Her role at Flourish is meaningful to her because she aspires to improve clients’ overall well-being by providing exceptional service and solutions that support a high quality of life and overall satisfaction.
Kate is originally from Chamberlain, South Dakota, and lives in Bloomington.
WHAT DOES IT MEAN TO FLOURISH?
by Elton John
I appreciate Elton’s honesty, vulnerability and humor as he gives insight into his ups and downs with fame and his personal growth along the way.
Kate enjoys hiking, exploring local lakes for walks, heading out to brunch with friends, plus finding time for her Peloton bike.