A Message From Kate...

Hi and WELCOME —I'm truly so glad you’re here.

I’m Kate Adams, a licensed financial advisor with nearly 10 years of experience, and I want to personally thank you for taking the first step toward gaining more clarity and control over your financial future. Whether you're trying to get out of debt, protect your loved ones with life insurance, find ways to save money on taxes or insurance, build a strong retirement plan, or simply understand where your money is going each month—I want you to know you're not alone.

10 years ago, I sat down with my first financial client and was able to drastically change their financial future to the point the client was in tears. It was that moment I realized how much of a difference financial education (and an advisor who cares) can make in people's lives. Too many families are overwhelmed, overpaying, or under protected simply because no one ever took the time to walk them through the basics. That’s where I come in. My mission is to make financial guidance simple, personal, and practical—no confusing jargon, no pressure, just honest conversations and real solutions that fit your life.

Everything we do is centered around education and empowerment. I’ll meet you exactly where you are, help you understand your full financial picture through our complimentary Financial Needs Analysis, and work with you to create a plan you feel good about.

Please feel free to explore the site, and when you're ready to learn more, schedule a time for us to connect. I’d be honored to support you on your journey toward financial freedom.

Looking forward to meeting you,

Kate

Connect with Kate

Services Kate Offers

Investment & Savings Investing is your offensive strategy when it comes to money—let’s build a winning strategy that puts your money to work for your goals starting today. Do you want to learn your investment options?

Life Insurance Most people don’t think about what would happen to their family if they were to pass away prematurely — Life insurance gives your loved ones financial security, peace of mind, and a strong foundation for the future. Is your family protected against financial devastation if something happened to you?

MortgageIf you’re renting or haven’t reviewed your mortgage lately, you could be missing out—let’s explore smarter home financing options that could save you thousands. Want to see what you could qualify for or if you could use the equity in your home to help you?

Home & AutoMost people overpay for insurance or aren’t properly covered— we can check 30+ A-rated companies to see if we can save you money or get you better coverage. Want to schedule a call to see if you can save money?

Legal ServicesAll too often we see legal problems or probate cases cost people thousands of dollars—let’s make sure you’re protected and have proper estate documents like a Will or Trust. Are you ready to get your legal affairs and estate planning in order?

Identity TheftMost people don’t realize they’re at risk for identity theft until it’s too late— Our partnership with ID Theft Defense allows you to protect your identity in every aspect at a lower rate than most other programs. Is your identity secured against scammers?

KATE ADAMS

Kate Adams is a seasoned financial professional with a passion for empowering individuals and families to achieve financial independence. Kate pursued a dual degree at Oklahoma City University, earning a Bachelor of Science in Business Marketing and Management and a Bachelor of Arts in Mass Communications and Public Relations.

During college, Kate honed her analytical and communication skills while working for several law firms and competing as a collegiate rower. After graduation, she built a strong foundation in leadership and operations as an HR Executive and Store Manager for Target before transitioning to the financial services industry.

In 2015, God led Kate to into the Financial Industry. She fell in love with helping people reach their financial goals and achieved the prestigious title of Regional Vice President within 2 years. Today, she continues her mission of helping individuals and families navigate investments, mortgages, and insurance while also training and developing the next generation of financial professionals. She loves getting to lead and mentor a growing team of licensed agents, empowering them to build successful businesses and make a meaningful impact in their communities.

Outside of work, she enjoys spending time with her family, friends and pups, traveling and exploring new places, and volunteering in a variety of ways. Kate is passionate about living a balanced, healthy, purpose-driven life and helping others do the same.

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Phone : (405) 913-4884

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Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.

Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.

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Representatives are not licensed to sell all products in all states/provinces/territories. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. Additional information about this investment professional is available on BrokerCheck. PFS Investments Inc. Customer Relationship Summary.

Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. Term life insurance products underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York and by Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions.

In the U.S., securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) and a member of the Securities Investors Protection Corporation (SIPC). PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.

Michigan: Primerica Mortgage, LLC. Michigan 1st Mortgage Broker License # FL0022649, Michigan 2nd Mortgage Broker Registrant # SR0024890.
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