Kate Pfanenstiel joined Forum Financial Management in 2022 as an Account Coordinator and Billing Specialist. Prior to joining Forum, Kate worked in a variety of different fields including health care, insurance and financial services. Most recently, Kate worked as a backoffice associate.
At Forum, Kate establishes and maintains client accounts, processes management fees and supports advisors. She chose to continue her career in financial services so she could play a role in helping people make important decisions that will lead to financial success now and in the future.
Kate earned an associate degree in General Studies from College of DuPage in Glen Ellyn, Illinois. She enjoys spending time with family and friends. Kate has both fostered and adopted bully breeds of dogs for various rescue organizations.