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Kate Marsh

Kate Marsh

Executive Assistant

Kate specializes in customer service and operational support with our individual client relationships. Her primary focus is to retain strong relationships with business owners and executives by offering individual financial solutions. Her goal is to develop a deep understanding of client needs from a service, guidance, and business opportunity perspective. Kate is also our Senior Insurance Specialist and can help with all of your Medicare needs!

Kate served in the United States Naval Construction Battalion for eight years. As she likes to say, "John Wayne made a movie about us!" Thank you for your service, Kate!