Lady Kate Podcast
A Little About Me
As President of IPFS with over 25 years of experience in the Insurance and Financial Services Industry, I’ve established myself as a leader among wealth management advisors. Currently, I lead the growth and development of insurance financial representatives at Innovative Premier Financial Services. My career has largely been in management, from serving as Director of Marketing for South Texas with MetLife to overseeing plan design, wealth management, and advanced business and estate planning cases here at IPFS.
I live in Montgomery, TX with my husband and two of our four children who are still at home. Over the next year, I'm excited to celebrate some big milestones with my family—my daughter Regan’s graduation from Lake Creek High School, my son Zackary’s wedding, and watching CJ tear it up on the baseball field as he starts Junior High!
My Perspective
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Who We Work With
We specialize in crafting personalized income, investment, and retirement plans for business owners and affluent families in the medical and oil industries.
Our Team
Our team leverages over six decades of diverse financial industry expertise and a personalized, educational approach to create tax-efficient, long-term financial plans.
Contact Us
Get in touch today to explore how our team-focused approach and custom financial strategies can help you build long-term security.