A member of the team since 2018, Kate’s primary focus is providing day-to-day account administration. She is quick to jump on tasks supporting the team as needs arise. As if that doesn’t keep her busy enough, she recently received her Accredited Trust and Fiduciary Advisor (ATFA) certification from Campbell University. 

Kate’s administrative career began in her family’s fourth-generation Iowa law firm, where she worked during college breaks. Her music degree from the College of Saint Benedict & Saint John’s University in Minnesota led her to graduate studies in music at the University of Wisconsin-Madison. A part time position at the medical school led to full time work supporting the Department of Biostatistics and Medical Informatics.   

After moving to Portland in 1998 to work for a local microphone manufacturer, Kate later joined the gift planning team at OHSU & Doernbecher Foundations. During her 16 years there, she was reintroduced to trust and estate administration, and became adept at property gift management and outreach activities. 

In her off hours, Kate enjoys putting her music degree to good use singing and playing bass, currently with her alt-country band, Jawbone Flats.  

Professional Affiliations

• Member, Northwest Planned Giving Roundtable

• Member, Legacy Health Allied Professionals Council

• Member, Estate Planning Council of Southwest Washington

Community Involvement

• Volunteer, Forest Park Conservancy

• Volunteer, Peninsula Park Rose Garden

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