TEAM

Meet your financial specialists.

Kathy Klein, CFP®

Wealth Advisor

Kathy is committed to helping individuals, families and non-profit organizations create financial security and to building and preserving wealth through prudent portfolio management.

To be a good steward of wealth for her clients and their future generations, Kathy believes in focusing on risk management and downside protection. By guiding clients through three decades of market conditions, Kathy understands how to coach clients through the ups and the downs. Client goals and values are an important part of the portfolio construction process.

Individuals often come to Kathy during a significant life transition; suddenly single through a divorce or death, approaching retirement, or selling a business. As her clients’ financial coach, she listens to their needs and pain points, offers direction and strives to empower them to live a fulfilling life.

Kathy is especially passionate about supporting non-profit organizations in carrying out their missions through prudent management of their funds. Realizing that non-profits have competing goals, she offers her expertise to assist them in satisfying current needs, allow for growth for future needs, as well as provide security to satisfy donors.

Kathy is a seasoned professional having offered clients guidance in a variety of capacities over the years. Early on in her career, she worked in the Private Client Division at Strong Capital Management. With a background in life insurance, estate planning and the investment side of asset management, Kathy weaves together her various areas of expertise to provide her clients integrated solutions.

Out of the office, you can find Kathy staying active outdoors. She has run two marathons, several half marathons and also enjoys snowshoeing and reading.

Education

BS in Biology, St. Mary’s College
Participation in MS program, University of Illinois-Chicago

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Leadership & Community

Froedtert Community Memorial Hospital – Board Member, Community Involvement Committee Member, Planned Giving Committee Member
Cedarlake Conservation Foundation – Community Outreach
Versiti Blood Research Institute – Finance Committee
Versiti Blood Research Foundation – Board Member
Impact100 MKE Founding Member

Office Location

Milwaukee, WI

Related

Events & Webinars
Webinar Recording | Inspired Philanthropy
The recording of our webinar on inspired philanthropy is now available. One of the keys to maximizing the impact of your charitable giving and improving the personal satisfaction that philanthropy...
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Financial Planning
The Value of a Money Mindset
Our mindset is the lens through which we see the world. The right mindset can help us meet life’s challenges and learn new skills.  Conversely, the wrong mindset can make...
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