Pete Liao

Kate has been a dedicated professional since 2018, bringing a wealth of experience and a genuine passion for client care to the team. She believes that financial planning is about more than numbers—it’s about life’s milestones and shaping the future for clients and their families. Whether celebrating a marriage, welcoming a new baby, navigating a divorce, or mourning a loss, Kate is a reliable support through every season of life. She is committed to building long-term relationships and making a real impact, guiding clients toward a secure and meaningful future.

Since joining Pete Liao’s team in 2022, Kate has become an integral part of the client experience and the backbone of the team, keeping the business on track, organized, and efficient. She understands the enormous responsibility of financial planning and is dedicated to getting it right every time, always putting the client first.

Outside of work, Kate enjoys spending quality time with her family, friends, and her beloved dogs.

Derek Prichard is the go-to resource for investment portfolio management and comprehensive financial planning. Born and raised in upstate New York, Derek attended LeMoyne College in Syracuse, where he earned a Bachelor of Science in Finance and Marketing in 2020. 

Derek brings a robust skill set to the team. He is currently working toward his Certified Financial Planner (CFP) designation, further enhancing his expertise. As the team’s “planning architect,” Derek manages all investment accounts and collaborates closely with advisors to map out personalized, customized financial plans for clients.

Derek’s investment philosophy centers on long-term growth, emphasizing that the day-to-day fluctuations of the market are less important than consistent, year-over-year progress.

When he’s not at work, you can find Derek playing golf, cheering on his favorite sports teams, and spending time with his friends and family.