Professional

Mrs. Luginbill serves as Operations Manager. She collaborates with our advisors to actively monitor our clients’ investment accounts by creating and maintaining analytical reports and data. She also provides trading support for client accounts.  In addition, Mrs. Luginbill assists with maintaining regulatory compliance and Global Investment Performance Standards (GIPS®) of our firm.

Experience

Kate originally served as the Client Service Administrator in 2015. She returned to Hixon Zuercher Capital Management in June, 2017, and now performs as the Operations Manager.

Education

Malone University, Bachelor’s Degree in Organizational Management (2016)

Personal

Kate resides in Pandora with her husband, Ethan, her daughter, Hadley, and her son, Camden. Kate and her family attend CedarCreek Church. She enjoys reading, shopping, cooking, and watching The Food Network. She likes to be outdoors and participate in athletic activities in her spare time. Her heart is dear to spending time with her family and friends.

 

 

 

Contact Kate