top of page
kate_edited.png

Kate Wagstaff

Client Services Manager

Phone:

(205) 967-9595

Email:

kwagstaff@straussfinancial.com

Professional Background

​Kate joined Strauss Financial Group in 2023 and is known for her exceptional customer rapport and ability to connect one-on-one with clients.

​

Before joining SFG, Kate worked in the financial services industry for over 25 years. During this time, she has assisted advisors by servicing clients in life insurance, disability insurance, brokerage accounts, and fee-based products. Kate delights in knowing she plays a part in each client's financial journey.

Personal

  • Kate has been married to her husband for over 30 years, is a mother of two, and a grandmother of two.

  • In her spare time, she loves to cook and bake sweets for her neighbors and friends.

  • Kate spends her weekends gardening and taking care of her family.

  •  She is the cat-loving member of the team, with two rescued cats of her own, Mocha and Daisy.

Fee Structure: Strauss Financial Group, Inc. provides fee-based investment services.

This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Strauss Financial Group unless a client service agreement is in place. A copy of SFG’s current Form ADV II (Disclosure Brochure) and Form ADV III (CRS) discussing our
business operations, services, and fees is available from Strauss Financial Group upon written request or you can access the information at IAPD. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Investment Advisory Services provided by a Registered Investment Advisor

© 2020 by Strauss Financial Group, Inc.

bottom of page