Kate Ford, MBA, ChFC®

A headshot photo of Kate Ford

Operations Manager


Kate joined the firm as a Client Service Associate in the beginning of 2020 with experience in healthcare and human resources. In 2022 Kate began a new role as the Operations Manager. While working to earn her MBA, Kate began her career working in human resources as a Payroll and Benefit Specialist. She recently earned the Chartered Financial Consultant designation.

Kate focuses on building strong, long-lasting relationships that focus on the needs of clients financially, professionally, and personally. Kate’s main goal is to provide clients with a superior service experience.

Kate enjoys hiking, exploring new trails, and playing sports with her 10-year-old son.