Kate Jonynas is a Principal and Senior Wealth Advisor at Kovitz, where she has dedicated her career to guiding clients through every aspect of their financial plan – from opportunities surrounding their unique circumstances, life transitions, and lifelong goals, Kate is an advocate for her clients. Recognizing that the success of a long-term plan is predicated on thoughtful implementation, she collaborates with clients’ outside professionals including attorneys and accountants. Kate’s passion for financial planning extends to educating her clients and future generations on the complexities of inherited wealth. She primarily works with business owners, corporate executives, physicians, att