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As a client service specialist for Charles Schwab, Kat provided client service and support by uncovering client needs and providing education about accounts, product offerings and procedures. After moving to the estate distributions team, she took on a supervisory role involving quality assurance, training, and cashiering supervision. At Sheaff Brock, Kat is responsible for marketing and operations.

Kat graduated with Honors from the Indiana University Kelley School of Business with a B.S. in Marketing. While at IU, she was a Kelley Scholar and a member of the Hutton Honors College, and also studied Germanics and Metalsmithing.