Kate Baness knows that it takes critical thinking, persistence, and patience to uncover the path to success in the world of financial planning. In her role as Client Relations Manager at Yellowstone Wealth Management, she puts her belief that people should have honest, reliable, and fair resources to tackle life’s toughest challenges into practice. Kate draws on her expertise in relationship building towards the goal of Yellowstone’s mission – to provide actually-individualized plans, white-glove service, and clear understanding in everything they do.

Before discovering a higher standard at Yellowstone, Kate gained experience in strategizing and pulling resources together for the clients’ benefit at the Walgreens Boot Alliance (corporate) as well as Northwestern Mutual. She keeps a level head in fraught situations, has a compulsion to solve problems, and is passionate about providing clients with comprehensible financial education. In addition to all this, she also holds a BS in Business Administration from Valparaiso University and her Series 7 & 66 securities licenses. Having seen the heartbreaking effects of food insecurity, the detrimental impact of pancreatic cancer, and the hardships of insulin deficiencies, Kate supports non-profits such as Feeding America, PanCAN, and the Sansum Diabetes Research Institute. She grew up in Columbus, OH before moving to the Chicago suburbs for school, where she now is raising a very active family. They do everything together – road trips to well-hidden eateries, frequent visits to parks, family game nights, and a constant stream of seasonal activities! When she manages to get some free time, Kate is a voracious reader, likes to ski, and can often be found making disc-golf chains go jingle-jangle.