Kate Berry
Financial Advisor
If not now, then when?
About
A farmer's daughter. With roots deep in the agricultural industry, Kate currently lives on a multigenerational farm in Tama, IA. She has always held a passion for agriculture and knew that she wanted to make an impact in the industry, wherever that led her. Kate grew up on a first-generation farm in Brooklyn, Iowa, graduated from Iowa State University at age 20, attended law school, and has started a career as a Financial Advisor to help those around her reach their dreams.
Kate enjoys working with truck drivers, blue collar workers, business owners, and anybody else who is a hard worker! Her mission is to be flexible and accessible for clients, all throughout the U.S., with phone, virtual and in-person meetings. Kate helps with things like tax mitigation, cash flow, and wealth accumulation. When you partner her, you can expect a judgment-free and pressure-free environment with conversations that meet you where you are in your financial journey. Kate strives to provide you the best experience possible.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
Whitetails Unlimited
Whitetails Unlimited is the nation's premier nonprofit white-tailed deer organization. Their mission is to raise funds in support of educational programs, wildlife habitat enhancement and acquisition, and the preservation of the shooting sports and hunting tradition for future generations.
Upward Sports
Upward Sports is a nonprofit organization that teaches morals and values through sports. This builds sportsmanship, teamwork, and leadership within local communities. I am honored to volunteer coach at Victor Baptist Church since 2022. I will continue to seek opportunities in my community that focus on the next generation. In my career, I commit to making children a high priority; educating around juvenile policies, college funding, and estate planning.
Mollie's Movement
Mollie was a family friend from my home town. Mollie's Movement is a campaign of kindness and support that began after the disappearance of Mollie Tibbetts, a University of Iowa student who went missing in Brooklyn, Iowa in July 2018. The family of Mollie Tibbetts has established a memorial fund in her name to benefit Child and Adolescent Psychiatry at University of Iowa Stead Family Children’s Hospital. Mollie was pursuing her dream of becoming a child psychologist at the UI.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
