Kathleen O'Connor

Kathleen Tranovich | Investment Advisor

Kathleen has more than ten years experience as an Investment Advisors. She focuses on devising and maintaining portfolios that meet individuals’ needs, investment strategy, and retirement plan services.

Kathleen has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine for 2016, 2017, 2018 and 2019.

DOWNLOAD V-CARD    |      EMAIL:  KATHLEEN TRANOVICH 

Direct: 952-253-6016

Focus

  • Managing client portfolios and client service
  • Retirement plan services
  • Cash flow planning and lifestyle spending analysis
  • Client investment education
  • Charitable giving and socially responsible investment

Education

  • MA, Education, St. Mary’s University of Minnesota, Summa Cum Laude
  • BA, Elementary Education, College of St. Benedict
  • Certificate, Financial Planning, Kaplan University
  • Certified Financial Planner (CFP®)

Other

  • Member, Financial Planning Association of Minnesota