Kate Sussman joins the Master Plan Investment Group team with a diverse background spanning financial services, project management, operations, and client experience. In her role as Retirement and Financial Planning Specialist, Kate provides organizational, technical, and planning support that helps our team deliver comprehensive financial planning, wealth management, retirement plan consulting, and insurance planning services to clients with clarity and care.
Kate plays an important role in supporting both clients and advisors throughout the financial planning process. Her responsibilities include helping organize and maintain financial planning information, supporting retirement and investment meeting preparation, coordinating operational workflows, and helping ensure clients have a seamless and personalized experience from onboarding through ongoing service. With experience in both advisor support and operations leadership, Kate brings a thoughtful, solutions-oriented approach focused on communication, efficiency, and client confidence.
Kate holds her FINRA Series 7 and Series 66 licenses and has prior experience supporting clients and operational initiatives within the financial services industry, including work with Fidelity Investments. Throughout her career, she has focused on building systems and processes that improve organization, communication, and the overall client experience. She is passionate about helping individuals and families feel informed, supported, and empowered as they navigate important financial decisions and life transitions.
As a NAIFA Financial Security Advocate and Certified Professional Life Coach, Kate combines financial knowledge with a people-first approach centered on encouragement, accountability, and long-term success. Her professional experience also includes leadership in project management, workflow optimization, compliance coordination, and strategic operational support across financial services, nonprofit, hospitality, and community organizations.
Here are some ways Kate can assist you:
Investment & Financial Planning Support: Kate helps prepare information and materials for investment and financial planning meetings to ensure an organized and efficient client experience.
Retirement Planning Assistance: She supports the preparation and organization of retirement planning reports, projections, and employer retirement plan materials.
Client Experience & Service Coordination: Kate assists with onboarding, follow-up requests, workflow coordination, and helping clients navigate planning processes with confidence.
Client Technology & Platform Support: She can help clients access and navigate planning and account management systems, including RightCapital and Investor360.
Insurance & Planning Coordination: Kate supports insurance and long-term care planning requests and helps coordinate illustrations and planning resources
Kate’s professional credentials and ongoing education reflect her commitment to continuous growth and excellence in client service. Her credentials include:
FINRA Series 7 Licensed
FINRA Series 66 Licensed
Multi-State Life & Health Insurance Licensed
Certified ScrumMaster® (CSM)
MBA Leadership Program – Champlain College (In Progress)
In addition to her financial services experience, Kate has been actively involved in community leadership and nonprofit initiatives, including organizations supporting tourism, arts, youth engagement, and operational development. She is recognized for combining strategic thinking with hands-on execution and for helping create operational clarity within fast-moving environments.
Outside of work, Kate enjoys spending time with her family, crafting, community-focused projects, coffee shops, creative projects, personal development, and exploring ways technology can improve everyday life and business operations. She values meaningful relationships, continuous learning, and bringing a thoughtful, collaborative approach to every interaction. Kate also enjoys spending time with family and friends and believes strong relationships are at the center of both personal and professional success.
