Kate Scalia has the expertise to create a competitive retirement plan solution that meets your unique goals. She and the Retirement Plan Services team provide plan design consultation, investment management and employee education for businesses seeking to optimize their retirement plans while outsourcing administration and minimizing fiduciary risk. By building long-term client relationships based on prudence, responsibility and trust, she helps organizations attract and retain talent through comprehensive retirement and financial wellness benefits.

Before assuming her current role, Kate served in several leadership roles with Wells Fargo Institutional Retirement & Trust including operations, account administration and relationship management.

Kate holds a bachelor’s degree in finance and economics from the University of St. Thomas and earned an MBA from the University of St. Thomas Graduate School of Business.

Originally from Minneapolis, Minnesota, Kate is married with two sons and enjoys traveling, watching sports, cooking and outdoor activities.