In her role as the Director of Service, Kate Juelfs works closely with the teams that handle much of the service and execution at Foster Group. She splits her time between working directly with the Service Manager, the Director of IT, and the Business Analyst and also provides direction and oversight of the Human Resources function. Kate is passionate about developing a high-engagement culture by fostering effective communication and by finding ways to make technology work for users. Kate’s past work experience includes working for a regional brokerage firm as Institutional Sales Manager. Kate holds her FINRA Series 66 and formerly held FINRA Series 7 and Iowa Insurance licenses. She graduated from Upper Iowa University with a degree in financial management.
I’m passionate about client service and understanding how our internal operations can support our clients. My work in the financial services industry has been very rewarding—I love seeing the process that people go through as they work towards and realize their goals. One of my favorite books is The American Dream by Dan Rather. It’s an inspiring book about several individuals’ realization of their American dreams. Everyone’s path is different and the book celebrates the diversity of individual dreams and the journey those individuals took.
As a working mother of two young children, I have a great appreciation for keeping my goals concise and for focusing on simplifying life. My favorite quote from Marshall Field sums up much of what I try to remember on a daily basis—“Things to remember: 1) The worth of character, 2) The improvement of talent, 3) The influence of example, 4) The joy of origination, 5) The dignity of simplicity, 6) The success of perseverance.” I believe many of Mr. Field’s reminders apply to the world of planning and investments. As with many other things in life, a thoughtful, intentional, and patient approach provides the most peace of mind.
Our family loves to spend time outdoors, especially on the water, and preferably with a fishing pole in hand. With a young and growing family, we’ve found we still enjoy the same things, only our excursions have become much less about fishing and more about enjoying family time together.
Bachelors Degree in Financial Management from Upper Iowa University (Fayette, Iowa)
Des Moines Pastoral Counseling Center – Women Helping Women Committee Member