Kate Baldwin Leipprandt, CFP®, ChFC, CLU focuses on helping clients build...protect... enjoy and pass on their financial resources.

Kate's 30 years in the financial services industry full of diverse economic challenges gives her the experience & background neccessary to effectively assist clients with their financial goals.

Whether your goals include buying that first home, funding for college or a trip around the world, working toward a comfortable retirement, generating more income from your investments, or endowing to help others, our team can help.

Kate's specialty is in making difficult financial topics and products easy to understand. She is action-oriented and makes it easier for clients to implement their carefully-planned financial decisions.

Kate and her associates operate out of her Arlington Heights, Illinois office, and are associated with the Deerfield, Illinois offices of AXA Advisors.

CFP® and CERTIFIED FINANCIAL PLANNER professional, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Elizabeth Grady joined the firm in 2014 and as an Economics major graduate from DePauw University has hit the firm running!  She is fully licensed in securities (#7 & #66) and for insurance and annuities.  She adds the extra talent to a firm that only a millenial can add; technology savvy, holistic thinking and new methods and energy!  The firm has grown nicely since her addition.  We will continue to grow to aspire to best take care of our clients and their families into the future.