Kate Gillette, CFP® - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

Kate can be reached at:

Email: kate@theameriflexgroup.com
Direct Line: (702) 907-9697

Kate Gillette is a Transitional Wealth Associate at the AmeriFlex Group®. Her primary responsibility is to provide holistic customized Transitional Wealth Planning services to partner advisors and their clients.

Kate began her career in wealth management in 2018 at a multi-family office in Denver, working with ultra-high-net worth individuals and families. Her favorite aspect of her work is building relationships with her clients and providing them with the reassurance that their financial futures are in good hands. She enjoys working with clients to build out tailored plans which account for the “what-ifs” that could arise throughout the client’s lifespan, and demonstrating scenario planning to clients who are contemplating a change, such as a job transition or the purchase of a second home to show what impact this type of transition may have on their financial health.

Kate holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation as well as her FINRA Series 65 license.

In January 2024, Kate and her husband Adam welcomed their daughter Naomi to their family. They live in Helena, Montana and enjoy traveling, hiking, fly-fishing and camping in their spare time.

ameriflex2025-10-07T02:06:04+00:00October 7th, 2025|

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: AmeriFlex@AmeriFlex.com
Web: AmeriFlex

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: AmeriFlex@AmeriFlex.com
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, TX, TX, UT, VT, VI, VA, WA, WV, WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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