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.