Speakers

Kathryn was raised in Nebraska. She graduated from Papillion LaVista High School and then went on to receive a Bachelor’s of Science in Business Administration in 1994 from the University of Nebraska at Omaha, with a focus in Commercial Banking and International Finance. Kathryn is a Certified Financial Planner® and a Wealth Management Advisor with Merrill Lynch. She started her career in Omaha upon graduation from UNO, and now works in both the Omaha and Lincoln communities. Together with her team, she provides sophisticated financial strategies and solutions for high net worth individuals and families all across America. In February 2022, Kathryn was named to the Forbes “America’s Top Women Wealth Advisors Best-in-State” list.

Kathryn is an active member of the Omaha Suburban Rotary Club in Omaha, Nebraska, and has been since 2009. She is a Paul Harris Fellow and a Patron of the Suburban Rotary Charitable Foundation. She is a past member of the board of Suburban Rotary and past President. She is also a past Trustee and past Chairman of the Suburban Rotary Charitable Foundation. She has served as Sergeant-at-Arms and has chaired both the Membership Development and Fundraising committees at Suburban Rotary. She is also a graduate of the Rotary Leadership Institute and has served as the Membership Chair and Chair of the DEI committee for District 5650. In 2021, Kathryn was nominated to be the District Governor for 5650 to serve in 2023-2024.

Kathryn lives in Lincoln with her husband, Craig, and 3 children: Zachary is 19 and will be a Sophomore at the University of Kansas studying Math and Physics; Annabeth is 17 and will be a Senior at Lincoln East High School; Isabelle is 14 and is going into her Freshman year at Lincoln East High School.. Together as a family, they spend a lot of time around the ice rink. Both her son and her youngest daughter play ice hockey. When they are not at a rink, they are either in a theater where Isabelle is active in dance or at a school where Annabeth is competing in Speech for the Lincoln East Speech team. They are also a musical family. Both Kathryn and Craig played instruments in the school band when they were young and now all three kids are in the school orchestra. Zachary plays the violin, Annabeth plays the cello and Isabelle plays the viola.

INTRO BULLET POINTS:

• graduated from Papillion LaVista High School

• Bachelor’s of Science in Business Administration from the University of Nebraska at Omaha

• Certified Financial Planner®, Wealth Management Advisor with Merrill Lynch in Omaha and Lincoln

• February 2022 named to the Forbes “America’s Top Women Wealth Advisors Best-in-State” list

• member of the Omaha Suburban Rotary Club since 2009

• Paul Harris Fellow and a Patron of the Suburban Rotary Charitable Foundation

• Served on Board, past President, trustee and Chair of the Suburban Rotary Charitable Foundation, Sergeant-at-Arms, Membership Development and Fundraising chair at Omaha Suburban Rotary

• graduate of the Rotary Leadership Institute

• District Membership Chair and Chair of the DEI committee

• Kathryn lives in Lincoln with her husband, Craig, and 3 children