Kate Rickman joined EagleStone in November, 2021. As a staff accountant, she works with the tax and accounting team to assist in bookkeeping and tax preparation.
Kate holds a degree in Accounting with a minor in Business Administration from the University of Maryland University College.
A lifelong Marylander, Kate currently lives in Gaithersburg. She spends her free time reading, cooking, relaxing with her 2 cats, and riding her motorcycle.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2022. All rights reserved.