Kate Sorenson

How do I help clients live a richer life?
As a Business Development Specialist, I match prospective clients with our talented Advisors who help them reach their wealth, passion, and purpose goals. I love that I get to play a role in building long lasting relationships by helping individuals and families pursue a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
In my life, the most innate value that money has allowed me is time. It has allowed me time to focus on personal (growth), whether that’s moving to and working in Spain to immerse myself in a new culture or enrolling in a class to learn a new language. It has allowed me the time to be (curious) about new career paths and find non-profit organizations I’m passionate about. It has also allowed me to find balance and (wellbeing) within my life to spend time visiting family and friends, exploring nature, and having new experiences. Ensuring my life has balance through the attributes of curiosity, growth, and wellbeing has always been a core value that keeps me centered and able to continue to grow as a person.