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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

Expert Teams

Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.

Kate Borkowski

As Manager, Trust Services, Kate Borkowski provides management and oversight to The Trust Company of Oxford. Kate has managed bank trust departments since 2000, with experience in personal trust, estate and guardianship administration and tax law.

Prior to joining Oxford, Kate was a Senior Vice President and Manager of Wealth Management for Salin Bank and Trust Company. In that role, she administered personal trusts, estates, guardianships and investment agencies. She worked with trust clients, attorneys, accountants and financial advisors to create estate plans.

I’m a problem solver. I have the ability to identify issues and create solutions that benefit our clients.

After completing her undergraduate studies at Indiana University – Purdue University in Indianapolis, Kate pursued her Juris Doctorate from Robert H. McKinney School of Law at Indiana University. In 1991, she was admitted to practice law in the state of Indiana.

Kate is a member of the Kiwanis Club of Castleton, the Estate Planning Council of Indianapolis, the Indianapolis Bar Association and the Indiana State Bar Association. She is a continuing legal education presenter for the Indianapolis Bar Association, PESI, LLC and other organizations. In 2014, she was featured in the Robert H McKinney School of Law alumni magazine, The McKinney Lawyer.

Kate was born and raised in Indianapolis. She enjoys reading, gardening, golfing and boating.