A little about Kate...
It all started when…
Puzzles always intrigued me. Crosswords, logic puzzles, whatever the sort of puzzle I love taking little pieces of information and putting them together to solve a problem.
I was a student at Alfred State College majoring in Humanities and planning on transferring to a law program when a mentor suggested I go talk to someone in the business department about the financial planning program. When I learned what financial planning was I knew it was the right choice for me.
I obtained my first job in the financial services industry in 2005 with a large insurance company. The position involved heavy sales and little planning. I quickly learned what type of financial advisor I was not meant to be and left to join a financial planning firm working under a CFP. I enjoyed working with clients, doing supervisory work, and creating financial plans.
In 2009 I transitioned to focusing on income tax planning and preparation. I had interned at Alsheimer & Evarts Tax Accounting in college and fell in love with taxes and planning. Since that time I had always worked doing income tax preparation during the tax season, but transitioned to a full time career at Alsheimer & Evarts. I continue to hold this position and love meeting new clients, developing relationships that stretch over years, and facing a new situation every day.
I missed being able to handle the investment piece for clients and I was able to become an independent registered representative in 2011. I ran my own small financial business alongside my position at Alsheimer & Evarts.
My goal in financial planning had been to transition to fee only and I was researching how to transition my business and what direction to take. I had met Amy Irvine in college and considered her a dear friend and mentor, I had been thinking of reaching out to her when I ran into her at a football game. We began a conversation and in 2018 I joined Irvine Wealth Planning Strategies.
One of my other goals was to obtain the CERTIFIED FINANCIAL PLANNER™ designation, and in late 2018, I sat for and successfully passed the exam.
My husband Paul and I have two children who keep us very entertained. I am a youth leader at Alfred Almond Bible Church, a Cub Scout den leader, and assist my husband in managing the Hornell Dodgers as part of the New York Collegiate Baseball League.