Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

TEAM

Meet your financial specialists.

Kathy Klein, CFP®

Wealth Advisor

Kathy has worked in some aspect of financial planning for her entire 30-plus-year career. During that time, she has been fortunate to help a wide range of investors gain clarity on where their finances are today, where they wish to be in three to ten years, and control and confidence that their financial goals will be met.

For Kathy, it is particularly gratifying to work with women and business owners who are navigating a sudden lifestyle change such as the passing of a spouse, divorce, or the sale of their business. Some of her favorite areas of focus include financial planning, investment risk management, philanthropic planning, and the creation of income streams that are both sustainable and tax efficient.

During her career, she has been a Financial Advisor, Portfolio Manager, and Consultant at a number of independent wealth management firms. In 2014, she joined Park Place Capital Management which joined forces with Strategic Wealth Partners in 2018.

When she is not helping clients to build financial security, she serves on the board of the Versiti Blood Research Foundation and Froedtert Menomonee Falls Hospital, and is an active member of the Development Committee for the Cedar Lakes Conservation Foundation. In her free time, she loves spending time outdoors hiking, golfing, snowshoeing, and chasing her children and grandchildren.

Education

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

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Leadership & Community

Froedtert Menomonee Falls Hospital – Board Member, Community Involvement Committee Member, Planned Giving Committee Member
Cedar Lakes Conservation Foundation – Development Committee
Versiti Blood Research Institute – Finance Committee
Versiti Blood Research Foundation – Board Member
Impact100 MKE Founding Member

Office Location

Milwaukee, WI

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Events & Webinars
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