Kathryn M. Risch ,
CTFA, QPA, QKC, QKA, QPFC, CRC®
Wealth Transfer Specialist
Kathryn focuses on trusts, estates, and small business retirement plans. She has been involved in the financial services industry since 1988. Before transitioning to her current role, she was a plan services consultant on Savant’s Retirement Plan Services Team, where she worked closely with qualified retirement plan sponsors, trustees, participants, government agencies, ERISA attorneys, and third party administrators to promote retirement benefits in a culture of fiduciary responsibility. Prior to joining Savant, she was an advisor services retirement specialist with another registered investment management firm.
Kathryn earned a bachelor of arts degree from the University of Wisconsin-Milwaukee. She is a member of the American Bankers Association, American Society of Pension Professionals & Actuaries, and the International Foundation for Retirement Education. Away from work, her soul blossoms when she is gardening, scrapbooking, baking, and spending time laughing with her family.