World Trade Dr. Suite 200
Kat has been in the Financial Services industry most of her career. From working with small business to Fortune 500 corporations, Kat has over 25 years of experience in B2B Sales and Marketing. From her last position as the Director of Marketing at Equitable, Kat has helped hundreds of Advisors with their marketing.
Kat has been surprising and delighting financial advisors with FMG Suite since 2021. Kat makes sure advisors are getting the most out of their digital marketing, while focusing on their individual or company approach. Kat is very detailed and keeps everyone up to date with our most beneficial marketing tools and our latest automated opportunities.
I develop a personal relationship with each client - I feel that it is truly the key to making each partnership unique. I'm a very detail-oriented person, and that helps me focus on even the smallest aspects (that sometimes turn out to be the most important) when I'm helping you create and portray the brand that is specific to your business.
Having my own Business helps to keep me grounded and realistic when consulting with other small business owners and entrepreneurs. I am also a mother of 4 and understand time management and being too busy! I cut straight to the point and ask the tough questions to get you thinking of growth and different results.
"Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved."- Helen Keller
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