Kate Bierschwale, AIF®
President, Shieldmaiden Financial
Kate's goal is to utilize her experience and passion for serving others to deliver a financial roadmap in a meaningful manner that is easy to understand and put into action. She has ten years of experience in the insurance and financial services industry. During her time in the industry, she has specialized in business planning, disability income insurance, and group benefits. Kate strives to create quality relationships with her clients.
Kate stays involved in her community. She is a member of the NAIFA, the National Association of Insurance and Financial Advisors. She also volunteers with Veterans Pastoral United and serves on the steering and events committee. She spends time teaching financial literacy and working with program participants and teens. She also supports organizations like OHH (Oilfield Helping Hands) and programs supporting foster parents. In her free time, she enjoys spending time with her family, photography and fishing. She has two children who are active in FFA (raising animals), Fishing, Wrestling and Football.
EDUCATION & CREDENTIALS:
Kate has obtained her FINRA Series 7, 63, and 66 securities registrations, holds the AIF (Accredited Investment Fiduciary) designation, as well as her Life, Accident, and Health Insurance License in multiple states. She also holds a bachelor's degree in health promotion and program planning from University of Houston.