Kate Lummis

Kate Lummis is the founder of Lone Oak Trust Company and currently serves as the President and CEO. Her experience includes serving as Director of Development and Compliance for a Fort Worth RIA in addition to almost 10 years as Senior Vice President of Trust and Estate Administration at a private trust company in Houston, Texas.

A native of Fort Worth, Kate graduated summa cum laude from Boston College with a Bachelor and Master of Arts in history. She is a graduate of the Rice University CFP® Certificate Program, the Texas Bankers Association Graduate Trust School, and most recently completed the University of Texas Human Dimensions of Organizations Master’s program.

Kate serves on the Board of The Women’s Center, is a Trustee of The Frill Foundation, and is a member of the Junior League of Fort Worth.

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