“I find my job most fulfilling when I see a client walk out of a meeting with us feeling more confident in their situation because of the conversations they had with our team."

Kate joined our Gilbert & Cook team in 2022. In her role of Senior Investment Strategist, Kate helps her clients reach their financial goals with investment strategies specifically tailored to meet their individual needs. She prides herself in having the ability to help others find a way to live their life in a way that makes them happy and fulfilled.

She graduated from the University of Iowa and earned the Chartered Financial Analyst designation in 2012. Kate is an active member of CFA Society of Iowa.

Kate and her husband Adam live in West Des Moines with their three kids, Addie, Charlee, and Davis. They stay busy by skiing in Colorado, biking on the trails throughout Iowa, and cheering on the Hawkeyes every chance they get.