Principal, Indianapolis, Indiana
khartman@greenleaf-fg.com
Phone: 317-576-1727
Kathleen began her financial services career as a mutual-fund analyst at Morningstar, Inc., in 1993. She was widely quoted for her knowledge of mutual-fund styles and strategies, with comments in The Wall St. Journal, The Chicago Sun-Times, Smart Money, Kiplinger’s, Money, and many more publications.She subsequently launched the “Investing for Retirement” column on Morningstar.com, worked as the retirement planning editor for MorningstarAdvisor.com and as a regional director for Morningstar Investment Services, the company’s investment management division.
Kathleen has counseled high-net-worth individuals as a financial planner and served as an investment consultant for institutional investors with Chicago-based, independent consulting firm Ennis, Knupp & Associates. She founded Greenleaf Financial Group with Jennifer in order to bring high-quality, solutions-oriented advice to people and institutions.
Both a CFA charterholder and a CERTIFIED FINANCIAL PLANNER professional, Kathleen is authorized to use the CFP® mark of distinction. She holds a Bachelor’s degree from Northwestern University and a Master’s degree in art history from The University of Chicago.
Kathleen enjoys nurturing her backyard wildlife habitat or reading books on the couch in the company of her two rescued English Mastiffs. She is also fond of amateur birding and studying American Folk Art. Kathleen lives with her husband, Lee, a professor of English at Butler University in Indianapolis.
Jennifer S. Hartman, CFS, CCPS
Principal, Los Angeles, California
jhartman@greenleaf-fg.com
Phone: 323-330-0579
Jennifer graduated from UCLA's Personal Financial Planning Program, passed the CFP Certification Examination and the NASD Series 65 - Uniform Investment Advisor Law Exam. She is a Certified Fund Specialist and a Certified College Planning Specialist.Besides a recent Your Money feature in The Los Angeles Times, Jennifer has also been quoted in Investment News, Investor's Business Daily, Business Week, MSN Money and abcnews.com. She is also a regular financial contributor to the women’s website, Divine Caroline. Jennifer holds a Bachelor's degree in Mathematics with an emphasis in Computer Science from The Colorado College and a Masters of Fine Arts in Film/Video from Columbia College Chicago.
Jennifer brings a variety of experience to her financial planning career. While working in the motion picture industry, she experienced many business climates and corporate changes, including a private equity buyout and the financial repercussions her colleagues encountered after a widespread corporate layoff. Jennifer understands that life brings unexpected turns both professionally and personally. Her aim in founding Greenleaf Financial Group is to assist clients in achieving their financial dreams and to help them over life's little bumps.
On weekends, Jennifer encourages fitness for all ages and abilities as a pace leader for Club Run LA. She also enjoys tending her herb garden and cheering for her home state Green Bay Packers during football season. She lives with her partner, Sally, a professional photographer and image contributor to this website.