Doyenne Wealth Advisors

Katie Reichart is a CFA® charterholder affiliated with Doyenne Wealth Advisors in Chicago, IL. She has one year of industry experience and was previously employed at Morningstar, Inc. for ten years. Doyenne Wealth Advisors offers personalized, fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation using marketable investments, third-party managed accounts, and selective private investment vehicles, typically on a non-discretionary basis.

Jacob Beck is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with three years of industry experience. Before joining Doyenne Wealth Advisors, he worked at Klarna, Upstart, GM Financial, and Northwestern Mutual. His background also includes five years in educational roles at Ohio State University and the high school level. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and their related entities. The firm emphasizes customized, long-term, diversified asset allocation with a focus on marketable investments, third-party managed accounts, and selective private investment vehicles, delivering services mainly on a non-discretionary basis.

Katherine Donaldson is a CFP® and Series 65 licensed advisor with 22 years of industry experience. She has been with Doyenne Wealth Advisors since 2022 and previously worked for Brownson, Rehmus & Foxworth, Inc. for 21 years. Doyenne Wealth Advisors serves high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments, providing personalized financial counseling and non-discretionary investment advisory services. The firm focuses on long-term, diversified asset allocation and delivers comprehensive planning while maintaining client decision authority.

Kelsey Spresser is a CFP® with nine years of industry experience, currently serving as a financial advisor at Doyenne Wealth Advisors since 2022. Prior to joining Doyenne, she worked at Brownson, Rehmus & Foxworth, Inc. for five years. Doyenne Wealth Advisors provides personalized, non-discretionary financial counseling and investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion with a tailored, multi-meeting review process for affluent households.

Anne Petty is a CFP® professional with 14 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and was previously with Brownson, Rehmus & Foxworth, Inc. for six years. Based in Chicago, IL, she is part of a team of ten advisors at Doyenne Wealth Advisors. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Mary Allvine is a financial advisor at Doyenne Wealth Advisors with 27 years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to joining Doyenne Wealth Advisors in 2022, she worked for 25 years at Brownson, Rehmus & Foxworth, Inc. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis, emphasizing long-term, diversified asset allocation and delivering comprehensive planning across investment allocation, tax sensitivity, retirement, and estate counseling.

Alyssa Schuster is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously at Brownson, Rehmus & Foxworth, Inc. and the Regulatory Compliance Association. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only, independent basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review cadence for affluent households.

Phoebe Stefani is a Certified Financial Planner (CFP®) with eight years of industry experience. She currently works at Doyenne Wealth Advisors in Chicago, where she has been since 2022. Her prior roles include positions at Brownson, Rehmus & Foxworth, Inc., Bank of America, and Merrill. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation, offering mostly non-discretionary advisory services with a range of investment options including no-load mutual funds, ETFs, and selective private investments.

Maureen Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously spent six years at Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors provides personalized, fee-only financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and delivers tailored planning across multiple financial areas while maintaining client decision authority.

Tesa Williamson is a CFP® with over 11 years of industry experience, currently serving as an advisor at Doyenne Wealth Advisors in Chicago, IL. Her work history includes roles at Brownson Rehmus Foxworth, Nuveen Fund Advisors, and Citigroup, among others. She holds Series 65 and Series 66 licenses. Doyenne Wealth Advisors provides personalized, fee-only financial counseling and investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation and typically recommends marketable investments, third-party managed accounts, and selective private investment vehicles, delivering services mostly on a non-discretionary basis.

Suzanne Wetzel is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with seven years of industry experience. Her prior work includes sixteen years at Brownson, Rehmus & Foxworth, along with roles at Mathnasium and Ipsd 204. Doyenne Wealth Advisors offers fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term diversified asset allocation and delivers advisory services mainly on a non-discretionary basis.

Kristin Balon is a CFP® with 20 years of experience in the financial industry. She has been with Doyenne Wealth Advisors since 2022 and previously worked at Brownson, Rehmus & Foxworth, Inc. for 18 years. Doyenne Wealth Advisors offers personalized financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis, focusing on long-term, diversified asset allocation and providing comprehensive planning across investment allocation, tax sensitivity, retirement and estate counseling, and project-based consultations.