Kate Gillette, CFP®

PCA, Associate Advisor

As an Associate Advisor of IWP’s Private Client Group, Kate Gillette most enjoys getting to know her clients and learning their aspirations and objectives for both their present lives and for the future. This helps drive the process of creating intentional, values-driven financial goals.

Kate’s career began in the non-profit sector, earning a master’s degree in Social Work and spending many years in direct service as well as nonprofit fundraising. Her curiosity around important topics such as investment and retirement planning for her own benefit are what ultimately encouraged her to pursue a career in financial advising. Kate began her new career with IWP Family Office in early 2018 and obtained her Series 65 license in 2019 and the CERTIFIED FINANCIAL PLANNER™ designation in 2020.

Helping clients navigate the management of their wealth has offered Kate an opportunity to help people in a different way. She is committed to walking alongside her clients as they face life transitions, challenges and successes.

Outside of her role at IWP PCA, Kate loves traveling, hiking, camping, reading, and cooking new recipes. Kate currently resides in Helena, Montana.