Kate leads the next generation of financial advisors at Kooman & Associates. As an owner of the firm, she continues the proud tradition started by her father, Marty Kooman, more than 30 years ago. Kate shares her father's belief that trust is the foundation of each successful client relationship and is the driving force behind our enduring efforts to better serve our clients and those they care about most.
As a financial advisor, Kate works in a collaborative fashion, striving to make each client feel comfortable and give them the personalized attention they deserve. Kate was recently named a Top Wealth Advisor – Best-In-State by Forbes, received in April 2026, based on a survey of data as of 6/30/2025¹. She was also named to Forbes Magazine's list of Top Woman Wealth Advisors – Best-In-State for the fifth year in a row. (Last received, February 2026, based on a survey of data as of 6/30/2025¹). Kate was previously honored on the Forbes' list of Next-Gen Wealth Advisors in 2021¹.
Before joining our team, Kate honed her managerial expertise as an associate director at The Advisory Board Company in Washington, D.C., a healthcare consulting firm where she worked for eight years. She graduated from Franklin & Marshall College with a bachelor's degree in neuroscience. Kate is a CERTIFIED FINANCIAL PLANNER® professional having met the CFP Board’s high standards for education, examination, experience, and ethics. She is a Registered Investment Advisor Representative (Series 66) and holds various health and life insurance licenses.
Kate lives in Hollidaysburg with her husband, Jeff, and children, Simon and Sutton, and is actively involved in the community. She is currently serving as the president of the board of the Blair Regional YMCA and also serves on the Altoona Area School District Foundation as well as the Central PA Regional Young Life board. She has previously served on the Blair County Chamber of Commerce WE-LEaD committee and on the United Way grant reviewing committee. Kate is a 2017 graduate of Leadership Blair County through the Blair County Chamber of Commerce.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Please Note: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed as a guarantee that you will experience a certain level of results if the investment professional or the investment professional's firm is engaged, or continues to be engaged, to provide investment advisory services.
¹ 2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on data as of 6/30/2025 and was released on 4/7/2026. 2026 Forbes Best-in-State Top Women Wealth Advisors, developed by Shook Research, is based on data as of 6/30/2025 and was released on 2/4/2026. 2025 Forbes Best-in-State Top Women Wealth Advisors, developed by Shook Research, is based on data as of 9/30/2024 and was released on 2/11/2025. 2024 Forbes Best-in-State Top Women Wealth Advisors, developed by Shook Research, is based on data as of 9/30/2023 and was released on 2/8/2024. 2023 Forbes Best-in-State Top Women Wealth Advisors, developed by Shook Research, is based on data as of 9/30/2022 and was released on 2/2/2023. 2022 Forbes Best-in-State Top Women Wealth Advisors, developed by Shook Research, is based on data as of 9/30/2021 and was released on 2/4/2022. 2021 Forbes Best-in-State Top Next-Gen Wealth Advisors, developed by Shook Research, is based on data as of 3/31/2021. The ranking is based upon specific criteria and methodology. Please see https://www.kooman.com/important-disclosure-information for more information and each year’s methodology. Neither Kooman & Associates nor any of its advisors or custodial firms pays a fee in exchange for this award; however, Kooman & Associates pays to license the award logo.