I was given Kate’s information from a friend and I couldn’t have asked for a more clear and straight forward process. Kate was extremely knowledgable when it came to the different bank options we were looking at that met our specific current and future needs. She gave us a few options and provided us the pros and cons for each option then let us decide which was best for our circumstances. Kate was very patient and was always there to answer any questions we had even when she was sick with Covid. Overall it was amazing from start to finish and will be using her again in the future, and would recommend her to all my friends. Thanks Kate


