Kate Gillette, CFP®, MSW

Enthusiast
DISC Type : i

Transitional Wealth Planner at The AmeriFlex Group®

Helena, Montana, United States

Overview

Kate Gillette is a Certified Financial Planner® specializing in transitional wealth planning for high-net-worth individuals. She recently returned to IWPs Private Client Group, bringing experience from firms like The AmeriFlex Group® and Moneta Group. She holds a Masters degree from Loyola University Chicago and is skilled in creating holistic, customized financial plans.

Residing in Helena, Montana with her husband and young daughter, Kate is an avid outdoor enthusiast. She enjoys traveling, hiking, fly-fishing, and camping in her spare time. Her community involvement includes supporting local non-profit organizations.

Kates unique background combines financial planning with a previous career in philanthropy and engagement for a high school.

Personality Overview

Consensus Focused

Amiable & Agreeable

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Transitional Wealth Planning
Her core specialty involves providing holistic financial planning for clients navigating significant life changes, such as job transitions or major purchases.
Outdoor Recreation
Enjoys a variety of outdoor activities in Montana, including hiking, fly-fishing, and camping, indicating a passion for nature and an active lifestyle.
Philanthropic Advising
Her background includes a role in philanthropy, and she supports local non-profits, suggesting an interest in charitable giving strategies for clients. [Predicted]

Media Appearances

Kate Gillette, CFP® – Transitional Wealth Planner at The AmeriFlex Group®. Featured in AmeriFlex.com

See Now

Work History

7-2025 - 1-2026
Transitional Wealth Planner at The AmeriFlex Group®
7-2022 - 7-2025
Financial Advisor at Moneta Group
10-2021 - 7-2022
Financial Advisor at Wipfli Financial Advisors
2-2018 - 8-2021
Client Service Associate at IWP Family Office
1-2017 - 2-2018
Assistant Director of Philanthropy and Engagement at J. K. Mullen High School

Education

2009 - 2011
Master's from Loyola University Chicago
2003 - 2007
BA from Carroll College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Helena, Montana, United States Job Level : N/A Designation : Transitional Wealth Planner at The AmeriFlex Group®
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Insights For Selling To Kate

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kate is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Kate

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Kate move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Kate take some risk or not?

  • They can take some low-probability risks if needed.

You And Kate

Personality Compatibility


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