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.
Professional Highlights
Katie is a member of NAPFA, the National Association of Personal Financial Advisors. The mission of NAPFA’s members is to provide comprehensive client-centered advice to individuals and families. NAPFA’s continuing education requirements are some of the highest in the industry and all members must sign a Fiduciary Oath that they explicitly promise “to place the clients’ interests first.”
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.
Personal Interests
I am a board member with the Kaufherr Resource Center located in Chicago’s River North area. The Kaufherr Center exists to advance the careers of performers and other media professionals by fostering community, providing resources, and offering opportunities for growth. The center frequently serves members of SAG-AFTRA (the Screen Actors Guild and the American Federation of Television and Radio Artists).
I both live and work in Skokie and care deeply for my community. On weekends you may find me at the neighborhood playground and library with my children, stopping for coffee at a local bakery, or walking to a nearby brewery to enjoy live music.
If I’m out of the office, you can be certain that I am traveling. My husband and I hope to visit every country in the world and we are nearly half way to our goal! Highlights from our travels include a safari in Zimbabwe, hiking near Machu Picchu, and a road trip throughout Eastern Europe with our toddler.
