Kate Schelonka

Kate Schelonka

Associate Financial Planner
Boulder, Colorado, United States

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Work Experience

Mercer Advisors

Associate Financial Planner

2023-03-01 - Present

Comfort Dental Group

Patient Coordinator and Dental Assistant

2020-12-01 - 2021-05-01

University of Colorado Boulder

Learning Assistant

2018-08-01 - 2019-08-01

Penji

Tutor

2017-08-01 - 2019-12-01

Plato's Closet

Sales Associate

2016-05-01 - 2016-08-01

Skills

holistic wealth management financial planning family wealth office investment management risk management asset protection estate tax & legacy planning retirement plan design & administration career counseling financial advising financial services investing professional services tax services

Languages

English