A culture of service From a collaborative, family team
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. She was named to Forbes Magazine's list of Top Woman Wealth Advisors - Best In State in 2022 and 2023, as well as Forbes' list of Next-Gen Wealth Advisors in 2021.
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 son, Simon, 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.