Kathryn Potratz

Kathryn is a valued member of the estate planning team with a passion for helping individuals and families secure their financial futures. She helps her clients stop worrying about the “what ifs” and instead helps them navigate major life events through seamless estate planning.

Extremely thorough and detail-oriented, Kathryn will spend the time it takes to fully understand her clients’ needs and challenges. Whether addressing family dynamics, tax considerations, or business succession planning, Kathryn will protect her clients’ legacies with practicality and professionalism.

Kathryn’s clients describe her as responsive, helpful, and committed to making her clients’ lives better. She is grateful for the opportunity to earn her clients’ trust and to provide their families with advice, compassion, and care.