Kate is our resident financial genius, and her regularly-utilized skillset includes risk management, cash flow considerations, and market change awareness.

Kate attended Ohio Wesleyan University, where she obtained a Bachelor of Arts in English Literature (Minor: Economics) and the Giozueta Business School at Emory University where she obtained a Master of Business Administration in Finance in 1983. She also holds her Life Accident & Sickness license, and she has earned her Registered Health Underwriter (RHU) designation.

Prior to joining Peachtree Benefit Group in 2006, Kate’s career accomplishments include serving as an Assistant Comptroller, an Institutional Portfolio Manager, and an Asset Valuation Analyst.

Kate was born in Hartford, Connecticut, and now lives in Sandy Springs with her husband Henry. Their 3 grown children Sarah, Charlotte, and Christopher visit often! In her spare time, Kate enjoys spending quality time with her mother, hiking and biking, staying active, and traveling with the family.