Kathleen Schelling

FINANCE & OPERATIONS

Kathy is the firm’s congenial adherence advisor. “I love that my position allows me to have constant contact with all our employees,” she says.

Kathy holds the CFIRS designation (Certified Fiduciary & Investment Risk Specialist). As a member of the Operations Team, she develops, implements and maintains every aspect of the company’s adherence program. In addition she works to ensure that the firm's operational and workflow processes run smooth and efficiently.

Kathy got a head start on her career at the age of 16 when she worked in a community bank’s trust department. Eventually she transitioned to a large banking institution before finally finding her happy fit here at HT|TC Wealth Partners. Kathy graduated with a BS in finance from the University of Illinois, Chicago.

Outside of work, Kathy’s focus is on family, and she’s always seeking out the next best mystery whether it be a good read or TV show.