Kate Gibbons

Kate serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Kate closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, she identifies and engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. Kate also works closely with legal professionals in the Illinois markets. She joined the organization in 2014 and has over 15 years of experience in the financial services industry.

Kate earned a BA in finance from Michigan State University in East Lansing, Michigan, and she holds a CERTIFIED FINANCIAL PLANNER™ designation. Kate is a Certified Private Wealth Advisor (CPWA). She is a board member and officer of the IL Board of Gift of Adoption, an alumna of the 2011 FBI Chicago Citizen’s Academy and an ACE Certified Group Exercise Instructor. Kate also is an alumna of Pi Beta Phi National Sorority, for which she previously served as treasurer.