Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
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Client Service Manager
800-432-7447 ext. 132
Kate is the Director of Client Services at Atlas Private Wealth Management. Kate manages the Client Services team members who provide daily support to the Wealth Management Advisors and Atlas’ clients. In her role, she strives to provide consistent and timely service across the firm including client record maintenance, onboarding efforts, account opening processes, distribution needs, trade requests, required minimum distributions and ongoing account maintenance.
Kate is adept at relationship building. She is knowledgeable in providing friendly, thorough customer service to clients and has been working with Atlas, previously Dion Money Management, for over 22 years.
Kate has completed the Foundations in Financial Planning program and earned her designation as a Financial Paraplanner Qualified ProfessionalSM in February 2015.
The College for Financial Planning owns the certification marks FPQP® and Financial Paraplanner Qualified ProfessionalSM in the U.S., which it authorizes use of by individuals who successfully complete the College for Financial Planning’s initial and ongoing certification requirements.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
