About
Kathleen
With 36 years of experience in the financial services industry, Kathy works with two primary groups of people. The first group is business owners who want to gain clarity, control, and confidence over all aspects of their finances. These clients appreciate the integrated approach that encompasses all aspects of their financial life, including goal setting, developing a money mindset, financial and tax planning, charitable giving and philanthropy, wealth transfer protection, investment planning and risk management, and alternative Investments.
The other group, and Kathy’s special focus, is women going through a divorce or the death of a spouse. She educates and empowers these clients, who are suddenly responsible for their own financial well-being. She is dedicated to helping them navigate their new financial responsibilities with confidence and security.
Kathy enjoys serving as a key member of her clients’ team, often collaborating with family members, accountants, and attorneys to ensure a comprehensive strategy.
Very involved with her community, Kathy works with many organizations, including Froedtert Menomonee Falls Hospital, Cedar Lakes Conservation Foundation, Versiti Blood Research Institute, Versiti Blood Research Foundation, and Impact100 MKE.
When not focused on all things finance, Kathy can be found out of breath golfing, hiking, exercising, or chasing her husband of 40 years, her three children, and her seven grandchildren – not necessarily in that order.
Education and Professional Milestones
-St. Mary’s College – bachelor’s degree in biology
-University of Illinois-Chicago
With 36 years of experience in the financial services industry, Kathy works with two primary groups of people. The first group is business owners who want to gain clarity, control, and confidence over all aspects of their finances. These clients appreciate the integrated approach that encompasses all aspects of their financial life, including goal setting, developing a money mindset, financial and tax planning, charitable giving and philanthropy, wealth transfer protection, investment planning and risk management, and alternative Investments.
The other group, and Kathy’s special focus, is women going through a divorce or the death of a spouse. She educates and empowers these clients, who are suddenly responsible for their own financial well-being. She is dedicated to helping them navigate their new financial responsibilities with confidence and security.
Kathy enjoys serving as a key member of her clients’ team, often collaborating with family members, accountants, and attorneys to ensure a comprehensive strategy.
Very involved with her community, Kathy works with many organizations, including Froedtert Menomonee Falls Hospital, Cedar Lakes Conservation Foundation, Versiti Blood Research Institute, Versiti Blood Research Foundation, and Impact100 MKE.
When not focused on all things finance, Kathy can be found out of breath golfing, hiking, exercising, or chasing her husband of 40 years, her three children, and her seven grandchildren – not necessarily in that order.
Education and Professional Milestones
-St. Mary’s College – bachelor’s degree in biology
-University of Illinois-Chicago