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Kate Settle

Senior Client Advocate

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Team member since 2008

As a senior member of the Client Experience Team, Kate Settle is the friendly face welcoming visitors to our Auburn Hills office. Kate is responsible for processing account requests, maintaining account and database records, and opening new accounts. Kate also works side by side with beneficiaries when their loved ones pass away to help make the transition smooth and eliminate as much stress as possible.

“My goal is to leave clients satisfied enough to say ‘thank you’ and really mean it – I truly give my all to each of them.”

Get to know Kate

What is the best advice you have ever received?

Live within your means.

Hobbies, volunteer work, community activities?

I’ve played on Dixie Baptist Women’s softball team with my daughter for the past 5 years. I’ve bowled in a competitive men’s bowling league for the last 12 years and enjoy bowling in tournaments with some of my family members at the state and national levels.

If you could have a cocktail with anyone (past or present, dead or alive) who would it be, and why?

I would share a drink with my Father. He passed away in an automobile accident when I was a junior in high school so I would like to chat about what has been happening over the last 40 years.

What’s your favorite trip/adventure you’ve been on?

Going to Hawaii with my husband, Neil, to get married on the beach.

What are your specific goals for KWM clients?

I try to provide conscientious, personal support when assisting clients with their accounts.

See the Whole Team