Kate Boschert

Kate Boschert

Relationship Manager

With a wealth of experience working with plan sponsors and participants, Kate has spent the last seven years focusing on public sector retirement plans. Before transitioning to the financial services industry, Kate had a background in information technology.


About Me

Kate joined Correct Capital in late 2024 as a Relationship Manager, specializing in workplace retirement plans. With a wealth of experience working with plan sponsors and participants, she has spent the last seven years focusing on public sector retirement plans. Before transitioning to the financial services industry, Kate had a background in information technology.

Kate holds a Business Management degree from Purdue University. As a native of St. Louis, she enjoys exploring all that this great city has to offer. Outside of work, Kate loves watching her children play sports, practicing her Spanish with anyone willing to chat, and spending quality time with her large extended family.

¡Puedes hablar con Kate en inglés o español!

Awards


Disclosure

The National Association of Plan Advisors™ Top DC Advisor Teams award recognizes teams of a single physical location having at least $100 million in defined contribution assets under advisement as of December 31, 2023. Established in 2017, the Top DC Advisor Teams nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.

Your Advisory Team

Correct Capital is an independent, privately held wealth advisory firm built around our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future. Whether it is saving for retirement, wanting to optimize your current asset portfolio, or implementing a retirement plan for your business and employees, our independent fiduciary advisors are ready to plot a course for you to achieve financial peace of mind. Meet the team that makes it possible:

Brian I. Pultman, CFP®
Brian I. Pultman, CFP®

Brian I. Pultman, CFP®

Founder and CEO

John V. Biedenstein, AIF®, CPA
John V. Biedenstein, AIF®, CPA

John V. Biedenstein, AIF®, CPA

Financial Advisor & Retirement Plan Specialist

Cherry Ohms, MBA
Cherry Ohms, MBA

Cherry Ohms, MBA

Financial Advisor

Ryan Potts
Ryan Potts

Ryan Potts

Portfolio Manager & Financial Advisor

Jordan Korte
Jordan Korte

Jordan Korte

Associate Advisor

Alexia Keil, CFPA®
Alexia Keil, CFPA®

Alexia Keil, CFPA®

Retirement Plan Consultant

Pintip Perdun
Pintip Perdun

Pintip Perdun

Investment Advisor Service Associate

Marquita Thomas
Marquita Thomas

Marquita Thomas

Investment Advisor Service Associate

Manasa Konduri
Manasa Konduri

Manasa Konduri

Front Office Associate

Services We Offer