Welcome Kate to the PWM Team!
We’re excited to announce the addition of Kate Julian to our team at Partnership Wealth Management. As our Office Manager, Kate will be taking on the administrative tasks that Debbie has handled to give Debbie more time to meet with clients and work on financial plans. In addition, Kate will be taking care of some of the business-related items Woody does to allow him more time to service clients and to help provide him with more work/life balance.
Here’s a message from Kate:
Originally a Washington DC native, I received my degree in Marketing in 2011 and have worked in marketing and client care ever since. Before joining the PMW team, I spent over a decade helping real estate teams grow, create effective marketing campaigns, all while ensuring our clients felt taken care of and had a great experience from start to finish.
When I am not working, being active in my community has always been important to me. From coaching youth soccer, volunteering with The Trevor Project, and fostering dogs for local rescues, I love to “give where I live.”
In my free time, you can find me tossing the pallino with my neighborhood Bocce team, enjoying a matinee movie, and exploring hidden gem hiking spots with our two dogs.
I look forward to bringing my knowledge, experience, and dedication to providing above and beyond client happiness to Partnership Wealth Management.
Congratulations, Kate! We’re excited to have you as part of our team.
Questions and Consultations
If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today.
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Partnership Wealth Management is a comprehensive financial services company. We are committed to providing our clients with financial planning and wealth management services to help them make the most of their investments. At Partnership Wealth Management we have a long history of working with the LGBT community. Among our many services, we offer financial planning for gay couples and lesbian couples as well as estate planning for gay couples and lesbian couples. Financial planning is an important part of preparing for the future, contact us today to get started: www.partnershipwm.com.