Kate Gillette, CFP®, MSW
Login to view DISC.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.
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