Background and Education
Kathleen is a registered investment advisor and a CERTIFIED FINANCIAL PLANNERTM. She holds a Certificate in Financial Planning from Northwestern University and Bachelor of Science degrees in both Accountancy and Finance from the University of Illinois at Urbana-Champaign.
Katie began her professional career in 2010 in finance at a global medical technology company. She went on to hold roles of increasing responsibility in both accounting and finance within the healthcare industry. Most recently, Katie managed an accounting team for a Fortune 500 company in San Diego. She joined ShankerValleau in 2019.
Katie and her husband, Nathan, live in Skokie with their two young children. In her spare time, Katie enjoys traveling and hopes to eventually visit every country in the world.