Meet the Team

As siblings,
Katherine Forrester Schneewind and Michael Forrester bring a distinct perspective to the compassion and empathy that clients have come to value from their firm. Katherine launched her advisory business in 1996, and Michael joined her in 2010, after running a real estate consulting firm for 10 years. Together they launched High Note Wealth in 2019 to elevate the advantages they can offer their clients as an independent firm.

Katherine Forrester Schneewind

Founder & CEO

Professional

Katherine is the Founder and CEO of High Note Wealth and she personally brings over 25 years of wealth management expertise to the business. She founded the firm with her brother Michael Forrester on the belief that all clients should be treated like family. Katherine was a recipient of the 2016 Top 50 Women in Business Award (Minneapolis Business Journal) and the 2017 and 2011 Top Women in Finance Award (Finance & Commerce magazine). In addition, she has been a regular contributor to FOX9’s morning news show, sharing her expertise on personal finances for families and individuals. Always active in the community, Katherine is a current board member of The Berg Group and the Schneewind Family Foundation and a former board member of the Ridgeview Medical Center Foundation and Northwestern Mutual’s FRA Board. She continues to give back to others through her work with her family foundation, Women’s Violence, The Animal Humane Society, and the University of Minnesota.

Katherine earned a Bachelor of Arts degree in music therapy from the University of Minnesota and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU*) designations.

Honoree

Personal Story

Katherine lives in Excelsior with her husband, Randy, and son, Remington, who is a Chinese Immersion student at Minnetonka Middle School West. She has two stepdaughters and sons-in-law who she adores. Kate and Kevin Zydowsky and their son, Mason, live in Eden Prairie, Minnesota. Brooke and Tyler McNatt are newlyweds and live in Victoria, Minnesota. A former country music singer and avid musician, Katherine also enjoys traveling, meaningful friendships, and self improvement pursuits. On September 8, 2013, she achieved her lifelong goal of finishing the lronman Triathlon in Madison, Wisconsin, where she swam, biked, and ran 140.6 miles with a finishing time of 14:02:02.

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Michael Forrester, CFA®

Founder, President & CIO

Professional

As Founder, President and CIO, Michael constantly strives to learn and bring creative ideas to the wealth management experience. He oversees the planning and investment strategies for the firm in addition to advising clients on all aspects of their financial plans. Untangling and de-coding complex issues into an easy to understand manner provides him tremendous satisfaction.

Michael stays active in the investment community as a member of the CFA Society of Minnesota, where he holds a leadership position as part of the membership committee. Committed to growing the future generation of fiduciary advisors, Michael provides 1:1 mentorship and hosts national speaking seminars on how to establish and operate an investment management practice.

Michael is a holder of the Chartered Financial Analyst® designation and a CERTIFIED FINANCIAL PLANNER (CFP) professional. Additionally, he holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Michael earned a Bachelor’s Degree in history from the University of Minnesota and a Culinary Arts degree from Le Cordon Bleu.

Personal Story

Michael lives in southwest Minneapolis with his longtime girlfriend, Jackie, and their three rescue dogs. Martin Banks and Lil’ B can be spotted at the office most days of the week as team members committed to making people smile. Michael enjoys the challenge of golf and is an active member of the Windsong Farm community. He previously played guitar in the rock band Mise en Place, and enjoys listening to live music and curating his vinyl record collection. Whether its in the kitchen using his culinary arts background to create delicious vegan meals, or in the yoga studio mastering hatha poses, Michael loves finding new ways to improve himself and stay active.

David K. Anderson

Client Planning Specialist

Recently added to the team at High Note Wealth, David is eager to help every client through their journey to financial freedom. He brings 4 years of experience in the financial services industry having served as the Director of Case Management for a premier independent estate planning firm with a focus on high-net-worth clients located in Minneapolis, Minnesota.

David earned a Bachelor of Arts degree in Finance with a concentration in Financial Management from the University of St. Thomas (St. Paul, MN). During his time at St. Thomas, David was also a member of the varsity golf team.

In addition to his role at High Note Wealth, David is the Head Coach for the Eden Prairie High School Boys Golf Program. He lives in Eden Prairie as well. When not in the office you will most likely find him at a golf course or supporting local organizations such as Homeward Bound, a non-profit focused on helping individuals with disabilities where his older brother has been a resident since 2012, or Droolin Moose, a Minnesota based Gourmet Chocolate Shop founded by two amazing sisters.

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Sarah Foss

Client Planning Specialist

Sarah brings over a decade of experience in the financial services industry to High Note Wealth. She enjoys the detailed aspect of her role in building financial plans and assisting clients with account related needs.

Sarah earned a Bachelor’s Degree in Accounting from Metropolitan State University. Additionally, she holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

Sarah lives in the north metro with her husband, Matt, their two dogs, Daisy & Duke, and their cat, Poppy. She spends her free time outdoors on the bike trails or with family and friends

Shaun Westphal, CFP®

Client Planning Specialist

Shaun joins High Note Wealth with 10 years of industry experience. He prepares financial plans and presentations and takes pride in providing clients with a holistic financial planning experience.

Shaun is a CFP® professional and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Shaun has a Bachelor’s Degree in Business Management and Marketing from Northern State University in Aberdeen, South Dakota.

He spends his free time making music, reading, collecting books and records and has recently taken up cycling. He resides in Maple Grove with his wife, Emily, their young daughter, Audrey, and their dog, Paul Stanley.

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Jodi Bush

Office Coordinator

Providing world class client service is a top priority for Jodi. She joins the team as Office Coordinator and is eager to dive in where needed to assist the High Note Wealth team and clients. She brings over 25 years of client service experience to High Note Wealth having previously worked in the Healthcare, Business Administration and Human Resource fields.

Jodi grew up in South Dakota and moved to Chaska in September 2018 with her long-time partner, Dave. She enjoys spending time with friends, being outdoors, and is an avid runner and cyclist. Jodi has completed four marathons including finishing the Medtronic Twin Cities Marathon twice.

Our Values

Trusted Partners
Integrity and honesty are the foundations of everything we say and do.
Service-First Culture
We thrive on providing you with quality personal attention, to create an exceptional customized experience and a trusting relationship.
Compassion
We listen closely and bring to bear our business expertise and family perspective to understand the emotional and practical sides of every challenge you may face and every objective you hope to achieve.
Respect
We find success with people we enjoy working with and strive to make that a mutual experience.
Experience
With more than 20 years of experience working with affluent families and business owners, we’ve honed an informed perspective through all types from economic and market cycles.