Affable and Proficient. As a current 18 year old student further accumulating his wealth in stocks and banks, I have never had the privilege of meeting with a financial advisor before. However thanks to Kat, I am aware of the benefits of diversifying my nest egg into a long term savings plan so I will have the opportunity to continue my investments as an accredited investor in the future. Kat is a very knowledgeable and well read advisor with a friendly and easy going personality which makes it easy to enquire about financial matters, many thanks!!