My passion for helping people has been engrained in me since I was a little girl. I would have made an excellent schoolteacher; yet, I still find myself in a teacher's role. I am a firm believer in financial education and work hard to ensure each client feels valued and welcome.
To me, planning your financial future is more than just building a portfolio or crunching numbers; investing is personal. Investing our life savings in the market takes trust and a firm understanding of the risks and rewards.
However, in order to build a portfolio that works just as hard as you do, it takes someone who truly cares about you and your family and has the knowledge to create a customized long-term strategy that aligns with your risks, values and goals. These are some of the things that truly make you unique as an investor and a person. It's important to me that I meet my clients where they are today, then walk with them side by side as a coach, a friend and a financial advisor.
As a wife, mother and business professional, I am passionate about joint planning and ensuring that women have a voice at the investor table. I believe that if you plan on retiring together, then you should start with planning together.
I joined Edward Jones after being inspired by my grandfather to go back to my roots and follow my passion for making a positive impact in the lives of others. So, I decided to become a financial advisor that is candid, hardworking and committed to providing the education so many clients desire. I am proud to work at a firm that aligns with my personal values, where I can create a warm experience, meeting with clients at their kitchen table or crunching numbers at our cozy downtown office.
My clients are part of what makes my career so enjoyable, and I love connecting with individuals and families who are committed to building a strong financial future together.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- New Investors
- Portfolio Reviews
- Divorce Finances
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- New Investors
- Portfolio Reviews
- Divorce Finances
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Cooking
- Gardening
- Volleyball
- Hockey
Personal Interests
- Spending Time with Family
- Cooking
- Gardening
- Volleyball
- Hockey
Office Information
Office Address
3508 Avon StHartland, MI 48353 opens in a new window
Mailing Address
P O Box 50Hartland, MI 48353
Phone Number
Kate Vander Meulen at (810) 746-9180Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | 11:00AM - 05:00PM |
Tuesday | 11:00AM - 05:00PM |
Wed | 11:00AM - 05:00PM |
Wednesday | 11:00AM - 05:00PM |
Thu | 11:00AM - 05:00PM |
Thursday | 11:00AM - 05:00PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | 11:00AM - 05:00PM |
Tuesday | 11:00AM - 05:00PM |
Wed | 11:00AM - 05:00PM |
Wednesday | 11:00AM - 05:00PM |
Thu | 11:00AM - 05:00PM |
Thursday | 11:00AM - 05:00PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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