About
Kate
Kate has dedicated her career to guiding clients through every aspect of their financial plans. From opportunities surrounding their distinct circumstances, to life transitions and lifelong goals, Kate is an advocate for her clients. Recognizing that the success of a long-term plan is predicated on thoughtful implementation, she collaborates with clients’ outside professionals including attorneys and accountants.
Kate’s passion for financial planning extends to educating her clients and future generations on the complexities of inherited wealth. She has more than 10 years of experience in the financial services industry and is a member of the Financial Planning Association, the Professional Women’s Club of Chicago, the Chicago Estate Planning Council, and the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation Legacy Partners. She considers herself a lifelong learner and is committed to being an industry leader.
In her spare time, you will find Kate spending time with family, traveling, or practicing yoga.
Education and Professional Milestones
-DePaul University – Bachelor of Science in economics with a minor in management, graduated cum laude
Kate has dedicated her career to guiding clients through every aspect of their financial plans. From opportunities surrounding their distinct circumstances, to life transitions and lifelong goals, Kate is an advocate for her clients. Recognizing that the success of a long-term plan is predicated on thoughtful implementation, she collaborates with clients’ outside professionals including attorneys and accountants.
Kate’s passion for financial planning extends to educating her clients and future generations on the complexities of inherited wealth. She has more than 10 years of experience in the financial services industry and is a member of the Financial Planning Association, the Professional Women’s Club of Chicago, the Chicago Estate Planning Council, and the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation Legacy Partners. She considers herself a lifelong learner and is committed to being an industry leader.
In her spare time, you will find Kate spending time with family, traveling, or practicing yoga.
Education and Professional Milestones
-DePaul University – Bachelor of Science in economics with a minor in management, graduated cum laude