Be Kind, Be Thankful: First Rate Living Manager’s Campaign to Reflect and Empower

Kathryn Stone( First Rate Living Manager )Kathryn Stone has been with First Rate since 2016 serving as the First Rate Living Manager. In her current role, she provides strategic direction and [...]

How First Rate Expressed Love, Give, Serve, and Enjoy in 2020

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

5 Ways First Rate Has Continued to Evolve and Expand Despite 2020

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Community Through Harmony: How First Rate Thought Leader Leads Her Community Through Music

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Coincidence, Destiny, or Decisions: A Journey That Led to Fulfilling a Passion to Love Give Serve and Enjoy

Philip Gobble( Investment Performance Auditor )Philip Gobble joined First Rate in February 2020 as an Investment Performance Auditor. He is an experienced Business Operations Specialist with a [...]

First Rate’s First Employee Shares Over 25 Years of Passion for His Community

A Strong Foundation Empowers Growth and Expansion

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

High School Football Comes Full-Circle Leading to an Unexpected Passion for Mentorship

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

First Rate Announces Restructuring of Leadership Team

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]