Born in the Philippines, Kate moved to the states when she was 6-years-old. She is very fun, full of energy, and a passionate person. Kate very much enjoys to cross off items from her bucket list. Her latest accomplishment from that list was running a full marathon, which she clocked in at just under 5 hours and 30 minutes. The next item she's working on is to donate her hair to Locks of Love. She hopes to cross this off her list at the end of the year.
Kate's main squeeze is the 'main man' of FirstLine Financial. They have been happily married for 7 years.
Something you may not know about Kate:
Kate has had the privilege of touring the New York Stock Exchange historic building and trading floor in 2013. She and Ryan received the red carpet treatment, a quick lesson on how technology plays a role in modern trading and was able to participate in the opening bell ceremony.
Schedule a meeting with us for a second opinion on your investment strategy by calling 480 729 6246 or use our second opinion form. There's no obligation and the valuable information we'll provide during your meeting is yours to keep.
Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle,
Alpharetta, Georgia 30005, (678) 356-1100. FirstLine Financial LLC is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.
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Retirement and What You Need To Know is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this brochure you may be provided with information regarding the purchase of insurance and investment products in the future.
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