Kate joined Dowling & Yahnke Wealth Advisors in 2022. As a Senior Administrative Assistant, she provides administrative and front desk support to all members of the Firm to further a positive client experience.
Prior to joining Dowling & Yahnke, Kate worked at 3|SHARE in the marketing division, planning large scale events for their Client Services team and creating global marketing content. She also worked at the University of San Diego – Nonprofit Institute, Conscious Leadership Academy.
Kate graduated from Texas Christian University, Fort Worth, with a bachelor’s degree in Business Administration with an emphasis in Marketing.
What do you find most rewarding about working at Dowling & Yahnke Wealth Advisors?
One of my greatest passions in life is helping others succeed. Joining the team at Dowling & Yahnke provides the opportunity of living out that passion every day. As a team, we get to embrace a people-centric philosophy that is deeply rooted in everything we do.
Why did you join Dowling & Yahnke Wealth Advisors?
I was thrilled to join Dowling & Yahnke for many reasons, but top of my list was the team’s culture of valuing people, relationships, and doing what is right. It’s an honor to work with a world class group of professionals who truly care about the success and wellbeing of both clients and fellow employees.
What is your favorite family tradition?
I come from a big family that loves games, especially card games. We’ve made it a tradition to play every time we’re together. Whether it’s a quick game of Euchre or a long tournament of “Hand-and-Foot,” we always have fun sitting around a table talking and playing together. It’s the tradition I look forward to most when everyone is together.
I am happiest when:
I’m surrounded by people I love!