Creating and Preserving Wealth for Generations
Professional Background
​Kate joined Strauss Financial Group in 2023 and is known for her exceptional customer rapport and ability to connect one-on-one with clients.
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Before joining SFG, Kate worked in the financial services industry for over 25 years. During this time, she has assisted advisors by servicing clients in life insurance, disability insurance, brokerage accounts, and fee-based products. Kate delights in knowing she plays a part in each client's financial journey.
Personal
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Kate has been married to her husband for over 30 years, is a mother of two, and a grandmother of two.
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In her spare time, she loves to cook and bake sweets for her neighbors and friends.
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Kate spends her weekends gardening and taking care of her family.
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She is the cat-loving member of the team, with two rescued cats of her own, Mocha and Daisy.
