Team Hewins
Ka-Tye Koo is a seasoned professional in operations and investment management, currently serving as Principal and Chief Operating Officer at Team Hewins since June 2018. Koo has held various leadership roles within the company, including Principal, Director of Operations and Advisor Development, Director of Investment Operations, and Operations Manager. Prior experience includes a tenure at Hewins Financial | Wipfli Hewins from October 2010 to May 2018, where Koo advanced through positions such as Principal, Operations Manager, and Senior Investment Operations Associate. Education includes a Bachelor of Arts in Economics from the University of California, Davis, and completion of the G2 Leadership Institute at The Ensemble Practice in 2022.
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Team Hewins
At Team Hewins financial wellbeing comes first. As fee-only financial advisors, Team Hewins works side by side with the client to ease the process of financial planning.