Kate Johnson, CFP®

Kate Johnson is a CERTIFIED FINANCIAL PLANNER® and Associate Financial Advisor at Baird, where she plays a key role in managing the team’s operational strategy to support a seamless and elevated client experience. She finds deep fulfillment in creating clarity and confidence for clients through thoughtful financial planning, while also supporting her team behind the scenes to ensure every detail is handled with care. Her passion lies in building meaningful relationships and helping others thrive, whether it’s guiding clients toward their goals or empowering her team to deliver exceptional service. Since joining the Dahl Pennise Group in 2018, Kate has been dedicated to helping clients navigate their financial lives through a comprehensive planning process built on transparency, trust, and long-term relationships.

With over a decade of experience in the financial services industry, Kate brings a seasoned perspective and deep expertise to her work. After earning her finance degree from DePaul University, Kate began her career at UBS before transitioning to Baird. She holds FINRA Series 7 and 66 licenses and earned her CFP® in 2024. Her industry experience and client-first mindset allow her to deliver thoughtful, personalized guidance across all aspects of wealth management.

Kate lives in her hometown of Naperville, where she enjoys reading, yoga, meditation, and outdoor adventures with her dog, Syd. She is also a proud volunteer with the WITS (Working in the Schools) program, supporting literacy and mentorship initiatives for Chicago students.