Mary Kate Herndon, FPQP™
Operations Manager
Mary Kate Herndon joined AWMI in March 2011. In her tenure with the company, she has been part of many changes and growth. Before the private wealth subsidiary, APCM Wealth Management for Individuals (AWMI), was established in 2014, Mary Kate was the sole client service/operations associate. She served the private clients of Laura Bruce and Cathie Straub, who are now the Owner/Directors of AWMI. She assisted clients in the onboarding of their accounts, provided ongoing maintenance, and established many of the procedures we use today. Since then, Mary Kate has earned her Financial Planner Qualified Professional (FPQPTM) and manages the client service team. She also has the role of maintaining and proactively leading the adoption of technology that benefits the team’s productivity and the client service experience.
In her off time, you can find her spending time with her family, training her 2 dogs or reading during the quiet time.
University of Alaska Anchorage, BA Psychology
Financial Paraplanner Qualified Professional™
I recently celebrated 10 years working with APCM Wealth Management for Individuals (AWMI). As I look back, I am proud to have been with this growing company from the beginning. AWMI is a company of core beliefs rooted in employee success as much as in its own success. Employees are encouraged to develop their skills, […]
