Kate Kehoe
Client Operations Specialist
Kate brings more than a decade of experience in client service and operations to her role as Client Operations Specialist. Her background in financial services has shaped a thoughtful, detail-oriented approach focused on being responsive, organized, and helping clients feel well supported.
Before joining Scott Jones Financial, Kate spent eight years with Framework Financial Planning, where she supported clients and advisors with account servicing, client relationships, and day-to-day operations. She also brings experience managing business operations and coordinating a broad range of administrative functions.
Kate attended the University of North Carolina at Chapel Hill, where she studied Political Science. Outside of work, she enjoys crafting, spending time outdoors, and giving back to her community. She has volunteered with Scouting America for more than eight years, including four years as Scoutmaster for a local all-girl troop, and was named Etowah District Scouter of the Year in 2023.
Kate enjoys building relationships, helping others, and making sure the details are handled so clients can feel confident and supported throughout their experience with Scott Jones Financial.
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