Kate Jacobs


Kate is a recent career-changer forging a new path in financial planning. With 7-years of previous experience in higher education fundraising, Kate has spent the last two years supporting advisors and learning the industry. Kate is currently pursuing licensure and assists Patte with financial planning tasks, customer service, and operations. 

When she’s not studying Kate enjoys traveling, spending time with friends and family, and is currently planning a wedding. Kate lives in Monroe, LA with her fiancé but is a proud native of Syracuse, NY. Go Orange!  


Phone 315-447-4022