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"Cost Is Only Relevant in the Absence of Value" - Nick Murray

Kate Otto

Kate Otto

Director of First Impressions

 

Kate is our 'Director of First Impressions'.  She is the friendly face you first see when you walk into our office. 
Kate is responsible for client keeping Dave (not so much Mike) more organized. She makes sure paperwork and data entry are handled efficiently and completely. She is the contact point for our clients and can typically head off potential problems before they exist. 
 

Kate is very involved in her four children's lives, married, and lives locally. 

 

Phone

630-262-1818

Fax

630-513-1132

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck