Meet your financial specialists.
In her role as a wealth analyst, Kathryn works directly with SWP wealth advisors to help deliver exceptional value to clients. Kathryn’s primary focus is on investment management and portfolio maintenance. She is passionate about helping women and young professionals reach their financial goals.
While attending school, Kathryn served on the Advisory Committee for the Investment Committee for the Smith College Board of Trustees. Kathryn had the opportunity to intern at both Rebel Financial in Ohio the summer of 2021 and SWP the summer of 2022.
Outside of the office, Kathryn is an avid reader, the best brownie baker in the Midwest (a self-appointed title), and her apartment building’s reigning Mario Kart Champion. She is new to the Chicago area and is looking forward to exploring and discovering all Chicagoland has to offer.
BA in Economics, Smith College