Kate Haris

Kate values building and maintaining strong relationships with her clients to allow them to work together in order to achieve their financial goals. Kate’s dedication and enthusiasm for the role originates from its variety and ability to build relationships with a wide range of clients such as individuals, families, small businesses, associations, and pro-bono clients. Kate has experience in providing advice to clients at all stages of life, whether it be wealth accumulators, retirees or those looking to transfer wealth across generations.