Kate Anderson, Chief of Staff, Truvium

With over 15 years of experience as an Operations Manager and Chief of Staff, Kate specializes in building the systems and processes that allow companies to scale with confidence. Her career has been defined by helping leadership teams streamline operations, strengthen communication, and create structures that support both growth and sustainability.

At Truvium, Kate has found her professional home—bringing her expertise in organizational strategy and execution to a firm dedicated to guiding clients through life’s most important financial decisions. She thrives at the intersection of people, process, and performance, ensuring that both the team and its clients experience clarity, alignment, and long-term success.