ABOUT

BRINGING REASSURANCE AND CLARITY TO FINANCIAL PLANNING

“Luck is what happens when preparation
meets opportunity.”

With this guiding principle in mind, Kathleen is on a mission as a Financial Advisor to empower her clients with a deep understanding of their financial landscape. Her aim is to assist them in making decisions aligned with their goals and values, ensuring that success isn’t merely attributed to chance but rather to deliberate planning and effort invested.

KATHLEEN OBERNEDER, FOUNDER

Marquette University B.S
University of Wisconsin, Stevens Point M.S.
Chartered Special Needs Consultant ChSNC ®

Hailing from an Irish Catholic family, Kathleen’s upbringing was steeped in the rich tapestry of Irish culture and symbolism. Surrounded by icons ranging from leprechauns to Irish psalms, poems, and the indomitable spirit of the Notre Dame Fighting Irish, her childhood was adorned with the ubiquitous presence of shamrocks and four-leaf clovers. Even in adulthood, the tradition continued as her father would send her a St. Patrick’s Day corsage each year, fostering a deep connection to her heritage.

Read More

Drawing inspiration from the resilience embodied by the Fighting Irish, Kathleen sees herself as a warrior in her own right. Her journey, marked by the completion of graduate school and over two decades of navigating the complexities of the financial industry, has been rife with challenges. Nevertheless, her unwavering commitment to aiding individuals in managing their financial affairs remains steadfast, whether they’re navigating the complexities of raising a child with special needs or planning for retirement.

It’s Kathleen’s unique background as a Speech Language Pathologist that sets her apart in her approach to financial planning. The skills honed through academic rigor and clinical practice, originally aimed at easing the struggles of patients grappling with language and communication impairments, seamlessly translate into her role as a trusted advisor. Much like calming the anxieties of those facing neurological challenges, Kathleen brings reassurance and clarity to her clients as they navigate the intricacies of financial planning and investment management.

Nestled in the picturesque environs of the North Shore of Milwaukee, Kathleen cherishes her role as a mother to three daughters, finding joy and fulfillment in both her personal and professional endeavors.