ARBORFI
  • Your Team
    • Kate Slocum, CFP®
    • Tom Costigan, CFP®
  • Your Experience
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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
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2395 S. Huron Pkwy
​Suite 101
Ann Arbor, MI 48104
(734) 345-6980​
[email protected]

Privacy Policy & Disclosures
ArborFi Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where ArborFi Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ArborFi Advisors, LLC unless a client service agreement is in place.
  • Your Team
    • Kate Slocum, CFP®
    • Tom Costigan, CFP®
  • Your Experience
  • Your Questions
  • Contact
  • Client Login