Qualifications

Hestia Wealth Management is a holistic financial services firm. Kate holds designations as both a Wealth Management Specialist (WMS^SM) and an Accredited Behavioral Finance Professional (ABFP^TM). 

A Wealth Management Specialist is a financial professional who has completed coursework on the most critical aspects of financial planning and wealth management. An Accredited Behavioral Finance Professional is a financial professional who has completed graduate-level coursework on behavioral finance, which combines financial planning issues with the psychology of how we make decisions. With the ABFP, Kate is able to help you learn about your personal money personality, why you make the certain decisions that may not be in your best interest, and help you reframe situations so that you can make decisions that are better for you.