Hi, there! I’m Kate.

I believe money is most valuable when it creates opportunity, and that thoughtful financial planning provides the clarity and confidence to pursue what matters most.

I work alongside our advisory team to help individuals and families make intentional financial decisions that support their long-term goals and the legacy they hope to build. Through comprehensive planning, I help clients navigate complexity with confidence so they can spend less time worrying about their finances and more time focused on the life they want to live.

I graduated from Biola University with a Bachelor’s degree in Accounting and Financial Planning. I joined One Degree Advisors because of its commitment to comprehensive, client-centered planning and its belief that financial success should support a life well lived. I’m grateful to be part of a team that helps clients align their financial decisions with their goals and values.

When I’m not in the office, you’ll likely find me at the beach or planning my next trip abroad. I love exploring new places and cultures while meeting new people along the way. I’m passionate about my faith and community, and grateful to be part of The Fields Church in Carlsbad.

Helping clients move through their financial decisions with clarity and confidence is why I love what I do.