Kate Doremus Kate Doremus

Operations and Client Service

Kate Doremus is in charge of Operations and Client Service at Seaside Wealth Management. She started her career in the financial services industry at DA Davidson. Kate worked alongside a team of financial advisors and assisted with servicing their client’s accounts. Read More

Kate Doremus
Operations and Client Service

Kate Doremus is in charge of Operations and Client Service at Seaside Wealth Management. She started her career in the financial services industry at DA Davidson. Kate worked alongside a team of financial advisors and assisted with servicing their client’s accounts.

Kate has a passion for people and enjoys working with our clients and their families. She takes much pride in providing an excellent experience to ensure each client’s personal financial needs are met. Operationally, Kate assists with compliance related requirements, human resources responsibilities and oversees day to day activities to ensure the office runs smoothly.

Outside of the office Kate enjoys tending to her vegetable garden and entertaining friends and family. Kate and her soon to be husband, Greg, enjoy traveling, especially up to the Eastern Sierras where they love to fish and hike. Kate is involved as a volunteer with the Encinitas Community Resource center and truly loves giving back to her community.

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