Simplified Financial Advice.

About Cate

Cate is innately driven to help clients and make their lives easier, making her an excellent Client Service Manager. She is a valuable member of the Carson Wealth team!

A graduate of Purdue University with a degree in Pure Math, Cate realized her affinity toward financial services during her first job at a bank. She also realized she truly enjoys working closely with clients and providing excellent service.

Outside of work, Cate enjoys spending time with her husband, daughters and puppy. Together, they all enjoy white sandy beaches and family time on their deck. Cate also stays busy with reading and working out.