Kate Brown, FPQP™

(Pronouns: she/her/hers)

Kate is the Office Administrator for our Portland, Oregon office. Kate plays a large role in the client experience and loves interacting with clients – she is the first person to greet you with her warm demeanor. Kate provides a tremendous amount of support to team members in our Portland office, working closely with team members to manage client records, schedule client meetings, and prepare client events. Additionally, she keeps the office running smoothly with her strong attention to detail, organizational skills, and “can-do” attitude.

Kate attended Santa Clara University where she earned a Bachelor of Science in Commerce. Prior to joining Coldstream, Kate worked as a Funding Assistant at Mortgage Express, LLC. She looks forward to continuing her growth in the financial services industry.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

MOST TREASURED THING I OWN

My dog, Cricket! She brings me endless joy.

ONE PIECE OF ADVICE

Happiness is a state of mind, not a destination.

HOBBIES

In my free time, I love to bake, write, and take long walks with my dog. I also love hosting events for my friends and family!