Kate has been a part of the Borns Financial Planning, Inc. team since 2006. Her current role as Client Services Associate consists of answering phone calls, scheduling appointments, preparing reviews, account paperwork, applications, and maintaining client files and records. Kate oversees the day-to-day activities of the office and helps keep our office regulation compliant.
Kate grew up in Beatrice, NE and moved to Nebraska City in 1980 after marrying her husband, Dave. They live west of Nebraska City where Dave farms the 4-generation family farm. They have two adult children; their son Nate and family live in Syracuse NE, and their daughter Krista and family live in Nebraska City.
Kate’s hobbies include cooking, playing cards, reading and attending the grandkids activities. Kate enjoys life every day living in the country, working on the farm and spending time with family and friends.