Kate Gillette, CFP®

Client Service

Kate joined IWP in 2018 after 10 years in the nonprofit sector, working with both foundations and high net worth donors and improving organizational operations.  She holds a BA in Sociology with a minor in Spanish from Carroll College in Helena, Montana and a Master’s degree in Social Work, with specialization in nonprofit leadership, development, and Philanthropy from Loyola University Chicago. Kate holds her Series 65 license as well as her Certified Financial Planner™ certification.