Cfp® Kathleen Broich

Kathleen Broich, CFP®, MBA, currently serves as the Lead Wealth Manager at Accredited Investors Wealth Management®, a position held since August 2016. With over 35 years of experience in financial services, Kathleen has developed a strong foundation in detailed financial planning and custom portfolio management. Previously, Kathleen worked at Fairview Health Services as a Product Manager and held multiple roles at UnitedHealth Group, including Specialty Pharmacy Program Manager and Operations Manager. Kathleen's early career included experience as a Paralegal at Gimbel, Reilly, Guerin & Brown. Kathleen holds a Master of Business Administration (M.B.A.) in Management from the University of St. Thomas and a Bachelor's Degree in Public Relations, Criminology & Law from Marquette University.