Kate Schwartz
Client Service Administrator

Creating meaningful connections is just one of the reasons Kate joined Vista. After years working in private wealth management, she also wanted to make an impact.

“Vista’s vision of becoming one of the most admired companies in Oregon really resonates with me. I love seeing the impact we’re making with our clients and in our community,” she says.

How does Kate contribute to that vision in her role as Client Service Administrator? “It’s simple: listen. Listening is the best way to make sure I understand our clients’ goals and help them get there.”

When she isn’t going above and beyond for clients, Kate’s working toward her own personal goal—taking one international trip per year. She’s currently at four years and counting.

5032914494 | katelyn@vistacp.com | LinkedIn