Kate is an Assistant Vice President and Senior Client Specialist at Baird. She joined the firm in 2019. After earning her finance degree from DePaul University, she began working at UBS, joining the Dahl Pennise Group in 2018. Kate has spent the entirety of her career in financial services which brings a distinguished level of expertise to her clients’ financial lives. Her primary focus is providing quality service and guidance to clients while building long-term relationships based on transparency and trust. She manages the internal procedures and operational needs of the team and holds the FINRA Series 7 and 66 licenses.
Kate lives in her hometown, Naperville. In her free time, she enjoys practicing yoga and meditation, traveling, and going on adventures with her dog, Syd.