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Kate Foss, MBA

Kate Foss, MBA


Kate Foss has been an active and engaged part of the Wichita community, since her arrival in 1995.  Born and raised the Milwaukee suburb of Wauwatosa, Wisconsin, Kate received her undergraduate degree in Business Administration and Accounting from Regis College, a M.Ed. from the University of Wisconsin, and her MBA from Wichita State University.

Prior to joining SFC, Kate enjoyed a 25 year career in the income tax software industry, where she worked closely with income tax professionals and taxpayers.  Her experience in the income tax profession included a variety of roles.  She was involved in customer education and support efforts, leading the product management team, as well as company wide efforts to ensure client needs were integrated into customer products.  These roles prepared her to help individuals and businesses navigate todays complex financial landscape and plan for the future.

Kates goal is to help clients to achieve happier, wealthier, and more successful financial lives. Whether you are saving for a childs education, building your dream retirement, managing your companys surplus cash or providing for your heirs, Kate can team with you to reach your financial goals. "I work with the members of the SFC team, leveraging their talents to benefit my clients. I believe clients are better served by a team of specialists working together. We work cooperatively to analyze your entire financial picture and monitor progress relative to the clients goal. The client is at the center of everything we do."

An active member and supporter of St. Thomas Aquinas Church and School, Kate has also served on the boards of the Leukemia & Lymphoma Society and the Junior League of Wichita.  She enjoys golf and gardening.

Kate is to sell insurance and annuity products in KS and WI.

*Kate is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.