Kate Cunningham, CRPS™, RICP®
Client Service Advisor
Kate has worked in the financial services industry since 1992. She has worked in multiple senior support roles at several firms including JP Morgan Chase, ManuLife, and John Hancock.
Kate is passionate about the client service aspect of her job. She takes pride in assisting management in providing the very best client experience. Presently, Kate holds her Series 7, Series 6, Series 63, Series 66 Life, Accident, and Health licenses, Chartered Retirement Plans Specialist (CRPS™) and RICP®.
Outside of the office, she enjoys spending time with family, working out, and volunteering at MainSpring Shelter, where she prepares and serves meals.