Kate Quinlan is a CPA and client relationship manager who supports the advisory team in helping individuals and families make clear, confident financial decisions. At Stonedam Financial Advisors, she focuses on building strong client relationships and helping advisors translate complex financial topics into straightforward, actionable guidance.
Kate is especially passionate about behavioral investing and multigenerational wealth, supporting families through transitions and long‑term planning.
When she’s not working with clients, Kate can be found spending time with her family and friends, playing volleyball, golfing, or diving into one of her many hobbies. She is an active member of her church community and values staying engaged and connected.