Episode 9

full
Published on:

2nd Feb 2018

Wine and Dime Episode 9 - Welcome to the Clan with Kate Welker

In this episode of Wine and Dime, I welcome the newest member of Irvine Wealth Planning Strategies, Katie Welker!  Katie is joining the team as our newest financial planner that has a specialty in taxes.  

Website info: https://www.irvineadvise.com/kates-bio/

The Wine:

Bully Hill - Merlot - Blackberry aromas and plum flavors rest on a medium bodied frame of cedar and firm tannins.

https://www.bullyhillvineyards.com/wine/3/love-my-goat-2/

About Kate

Kate@irvineadvise.com

607-438-3204

Puzzles always intrigued me. Crosswords, logic puzzles, whatever the sort of puzzle I love taking little pieces of information and putting them together to solve a problem.

I was a student at Alfred State College majoring in Humanities and planning on transferring to a law program when a mentor suggested I go talk to someone in the business department about the financial planning program. When I learned what financial planning was I knew it was the right choice for me.

I obtained my first job in the financial services industry in 2005 with a large insurance company.  The position involved heavy sales and little planning. I quickly learned what type of financial advisor I was not meant to be and left to join a financial planning firm working under a CFP. I enjoyed working with clients, doing supervisory work, and creating financial plans.

In 2009 I transitioned to focusing on income tax planning and preparation. I had interned at Alsheimer & Evarts Tax Accounting in college and fell in love with taxes and planning. Since that time I had always worked doing income tax preparation during the tax season, but transitioned to a full time career at Alsheimer & Evarts. I continue to hold this position and love meeting new clients, developing relationships that stretch over years, and facing a new situation every day.

I missed being able to handle the investment piece for clients and I was able to become an independent registered representative in 2011. I ran my own small financial business alongside my position at Alsheimer & Evarts.

My goal in financial planning had been to transition to fee only and I was researching how to transition my business and what direction to take. I had met Amy Irvine in college and considered her a dear friend and mentor, I had been thinking of reaching out to her when I ran into her at a football game. We began a conversation and in 2018 I joined Irvine Wealth Planning Strategies.

My husband Paul and I have two children who keep us very entertained. I am a youth leader at Alfred Almond Bible Church, a Cub Scout den leader, and assist my husband in managing the Hornell Dodgers as part of the New York Collegiate Baseball League.

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

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About the Podcast

Money Roots
Money Roots with Amy Irvine
Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts.

In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.

Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!

Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

About your host

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Amy Irvine

As a kid, I always liked numbers. I would spend hours creating math problems and solutions. Whenever I wanted to play math teacher, my brother was forced to be my student! Given my love of facts and figures, it’s really no surprise that I chose a career where I work with numbers.

I believe that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. I started Rooted Planning Group because I wanted to offer financial PLANNING services. Our profession has a tendency to focus on “assets under management,” but I wanted to focus on the journey of your life (what I refer to in the podcast as your financial “vineyard”). I truly believe that, like wine, life and finances have different palettes that should be celebrated and not judged.

My journey as a business owner was not a direct path; it’s more of a long and winding road. Over the course of the past 30 years, I’ve worked in various financial services positions, but I’m most proud of the ensemble of women that I’ve brought together at Rooted Planning Group.

I am the author of Uncork Your Finances and the podcast host of Money Roots.

I also co-founded the Southern Tier Women's Financial Conference in 2014, an annual event dedicated to collaboration, networking, and financial education for women.