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Kate Moseley

Kate Moseley

Wealth Plan Specialist

Kate Moseley is a Financial Paraplanner Qualified Professional™ who has been with TimeWise Financial, LLC since 2011. Kate graduated from the University of Illinois with a bachelor’s degree in liberal arts and sciences, and worked in the human resources industry for 20 years.

Kate’s focus is to help clients create and implement a plan for the future based on the 8 Wealth Management Issues.  Her areas of special expertise include life insurance, long-term care insurance, social security strategies, and college education planning.