Kathryn specializes in the administration of high net worth trust relationships, oversees the settlement of complex estates, and assists clients with estate planning concerns. With more than 35 years of experience as a trust officer and estate planner, she has extensive knowledge in helping clients find order in their financial lives and solutions to their estate challenges. Kathryn teaches various estate planning seminars on topics including Basic Estate Planning, Revocable Living Trusts, Planning for Estates with Large Retirement Plans, Irrevocable Life Insurance Trust Administration, and Settling Estates and Trusts. She joined Wealth Enhancement Trust Services in 2021 through the SVA Trust Company, LLC acquisition.
- BS, Indiana University
- JD, University of Wisconsin – Madison
The O’Brien financial advisory team serves clients at our Madison –John Q Hammons Drive office.