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Katherine F

ChFC®, Series 63, Series 66

Deephaven, MN

High Note Wealth, LLC

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Michael F

CFP®, CFA®, ChFC®, Series 66

Deephaven, MN

High Note Wealth, LLC

Michael Forrester is a financial advisor with High Note Wealth, LLC, holding the CFP®, CFA®, and ChFC® designations and over 14 years of industry experience. Prior to joining High Note Wealth in 2019, he worked at Northwestern Mutual Investment Services for eight years. Outside of his advisory role, he is an independent licensed insurance agent in Minnesota. High Note Wealth is an SEC-registered firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and offers financial planning, consulting, and referrals to independent third-party managers.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Kyle J

Series 66

Deephaven, MN

High Note Wealth, LLC

Kyle Janovsky is a financial advisor at High Note Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Delaware Investments and Dynasty Wealth Management. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management and financial planning services, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analysis, as well as modern portfolio theory.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Shaun W

CFP®, ChFC®, Series 66

Deephaven, MN

High Note Wealth, LLC

Shaun Westphal is a CFP® and ChFC® with 11 years of industry experience. He currently serves as an advisor at High Note Wealth, LLC, where he has worked since 2019. Prior to that, he was affiliated with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2011 to 2019. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and may engage third-party managers under solicitor arrangements.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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