Kate Slocum, CFP®

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​Fun Facts 

• Favorite Seinfeld episode - The Dealership
• Drop what I'm doing television - Shark Week
• Favorite Bond - Pierce Brosnan
• What always makes me cry - Soldiers reuniting with their families
• Favorite pastime - Making tasty food for friends and family

I live in Ann Arbor just steps from the Big House with my husband of twenty-five years, our beautiful 14 year old daughter and our high energy but adored dog.

I absolutely love my chosen career as a financial advisor. After twenty five years in the industry, I've had the honor of seeing so many long-term financial goals and plans come to fruition. I treasure the relationships with my clients and always strive to deliver trust and value to them. 

Work Experience

• ArborFi Advisors
  Founder & Financial Advisor
  Ann Arbor, MI
• Exchange Capital Management 
  Lead Advisor
  Ann Arbor, MI
• Talmer West Bank
  Wealth Advisor
  Ann Arbor, MI
• KeyBank
  Relationship Associate
  Ann Arbor, MI
• Merrill Lynch
  Sales Assistant
  Saginaw, MI

Education

• Loyola University of Chicago
  BBA, Economics 1993

​Professional Certifications

• CERTIFIED FINANCIAL PLANNER™ professional, 2018
• Financial Planning Association member
• Fee-Only Network-Registered Financial Advisor

[email protected]
Office Phone : (734) 345-6980
Direct: (734) 345-6906