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.”