Doyenne Wealth Advisors

Laura Stern is a CFP®, CFA®, and holds a Series 63 license with 11 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously spent seven years at Brownson Rehmus & Foxworth, Inc. Laura is based in Chicago, IL. Doyenne Wealth Advisors serves high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments with personalized financial counseling and non-discretionary investment advisory services. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Jacob Beck is a financial advisor at Doyenne Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Klarna, Upstart, GM Financial, and Northwestern Mutual. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review process.

Katherine Donaldson is a CFP® and Series 65 licensed advisor with 22 years of industry experience. She has been with Doyenne Wealth Advisors since 2022 and previously worked for Brownson, Rehmus & Foxworth, Inc. for 21 years. Doyenne Wealth Advisors serves high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments, providing personalized financial counseling and non-discretionary investment advisory services. The firm focuses on long-term, diversified asset allocation and delivers comprehensive planning while maintaining client decision authority.

Kelsey Spresser is a CFP® with nine years of industry experience, currently serving as a financial advisor at Doyenne Wealth Advisors since 2022. Prior to joining Doyenne, she worked at Brownson, Rehmus & Foxworth, Inc. for five years. Doyenne Wealth Advisors provides personalized, non-discretionary financial counseling and investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion with a tailored, multi-meeting review process for affluent households.

Anne Petty is a CFP® professional with 14 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and was previously with Brownson, Rehmus & Foxworth, Inc. for six years. Based in Chicago, IL, she is part of a team of ten advisors at Doyenne Wealth Advisors. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Matthew Currier is a CFP® professional with six years of industry experience. He is currently with Doyenne Wealth Advisors, where he has worked since 2024. Prior to this, he held positions at Hightower, Private Vista, and CIBC Bank USA. Doyenne Wealth Advisors serves high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments with personalized financial counseling and non-discretionary investment advisory services. The firm focuses on long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Mary Allvine is a financial advisor at Doyenne Wealth Advisors with 27 years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to joining Doyenne Wealth Advisors in 2022, she worked for 25 years at Brownson, Rehmus & Foxworth, Inc. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis, emphasizing long-term, diversified asset allocation and delivering comprehensive planning across investment allocation, tax sensitivity, retirement, and estate counseling.

Alyssa Schuster is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously at Brownson, Rehmus & Foxworth, Inc. and the Regulatory Compliance Association. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only, independent basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review cadence for affluent households.

Phoebe Stefani is a CFP® and holds a Series 66 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously held roles at Brownson, Rehmus & Foxworth, Inc., Bank of America, N.A., and Merrill. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and delivers comprehensive planning while maintaining client decision authority.

Maureen Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously spent six years at Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors provides personalized, fee-only financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and delivers tailored planning across multiple financial areas while maintaining client decision authority.

Tesa Williamson is a CFP® professional with 11 years of industry experience, currently serving at Doyenne Wealth Advisors. Her prior roles include positions at Brownson Rehmus Foxworth and Target, as well as nearly a decade at Williamson House. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Suzanne Wetzel is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Brownson, Rehmus & Foxworth from 2005 to 2021 and positions at Mathnasium and Ipsd 204. Doyenne Wealth Advisors provides personalized, non-discretionary financial counseling and investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts and foundations. The firm emphasizes long-term, diversified asset allocation and delivers comprehensive planning while clients retain final decision authority.

Kristin Balon is a CFP® with 20 years of experience in the financial industry. She has been with Doyenne Wealth Advisors since 2022 and previously worked at Brownson, Rehmus & Foxworth, Inc. for 18 years. Doyenne Wealth Advisors offers personalized financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis, focusing on long-term, diversified asset allocation and providing comprehensive planning across investment allocation, tax sensitivity, retirement and estate counseling, and project-based consultations.