Kate Seastone

Managing Director

Kate Seastone is a CERTIFIED FINANCIAL PLANNER® and an MBA who works with CPAs and Successful Business Owners to help them create the life and lifestyle they deserve. As the Team Based model consultant, Kate leads the team of experts from across the USA to provide the absolute best strategies and solutions for their clients.

After earning her bachelor’s degrees in computer science, math and business from the University of Nebraska-Lincoln, Kate started her career in software development but quickly realized that her heart was drawn to making businesses better. She earned her MBA from Western International University and pivoted her career to consulting. She worked as a Senior Consultant at KPMG Peat Marwick, then pivoted her knowledge towards helping high tech companies launch new products in the international market, motivate employees and find ways to become more profitable. The fast-paced environment of the successful entrepreneurial minded business owner made her realize one valuable lesson – she loved working with successful business owners and their key employees. As Kate pondered her next career move into finance, she knew she wanted to work continue to work with successful business owners.

When she called her mother to tell her she decided to become a financial planner, her mother said, “it’s about time.”

Initially joining a traditional financial firm Ms. Seastone soon realized she wanted the freedom to offer the absolute best solutions for her clients, to be their fiduciary, so she launched Simplicit Financial over 10 years ago.

Kate enjoys being with her family, traveling, hiking and even hitting the links occasionally. She is married with a 10-year-old daughter who is involved with all that life has to offer. The family loves their Australian Shepherds and you might even find Kate on an agility course with her dogs.