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Welcome Kate to the PWM Team!

Uncategorized July 23, 2021 Author: Woody Derricks

Welcome Kate! 

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.