Beacon Financial Planning of Cape Cod, Inc, a local, FEE-ONLY, independent advisory firm, announced the Promotion of Katie Brennan Kane to Operations Manager. This position was created to reflect the ever expanding responsibilities Katie manages and support our growing family of clients.
Michaela Herlihy, President of Beacon Financial Planning of Cape Cod, Inc stated, “Katie has done an outstanding job throughout her three years with our team. Katie is the magician who handles everything that moves!”
Katie Brennan Kane will continue to work with the BFPCC team to manage the daily office operations to help facilitate client requests, onboard new clients, assist clients with online access, prepare portfolio information for CFP® review, as well as many other internal procedures.
Katie Brennan Kane, Operations Manager said, “As I enter my fourth year with the firm, I’m excited to take on a management role and continue to better our clients’ experiences with Beacon.”