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. 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. Additionally, she has been a regular contributor to FOX9’s morning news show, sharing her expertise on personal finances for families and individuals.

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.

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.

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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Kathryn Dangers, CFP®

Relationship Manager

Professional

Kathryn brings 17 years of wealth management experience to her role as relationship manager where she co-leads High Note Wealth’s delivery of client experience. With her abundant professional experience and passion for cultivating relationships, she works to ensure that families optimize their financial and charitable potential and can live life by design.

Kathryn serves on the Bunny Besties board, a nonprofit providing rabbit lead comfort through Animal Assisted Interaction and served on the 2022 St. David’s Center Gala Committee. Additionally, Kathryn is a parent of two sons who have experienced rare disease and is their primary health care advocate and caregiver. Her role share partnership with Katherine Forrester Schneewind allows her to be empowered in her career while supporting her family and community passions.

Kathryn earned a BA in English with minors in Biology and Chemistry from the University of Hawaii, Manoa. She earned the Certified Financial Planner® Designation in 2007, and has previously held a Series 7, Series 66, and Minnesota Insurance Producer License.

Personal Story

Having never participated in athletics as a child, Kathryn took her first Yoga class after her oldest son was born. It was a “hot” class, and she left early from the intense heat (and smell), but a seed was planted. In the years since she has nurtured a deep connection between physical movement and personal growth. As a result, she holds her yoga teacher certification, and has been a competitive road cyclist, placing first in her age group in a 100-mile race. Currently, Kathryn is inspired by dance-based fitness classes. Kathryn shares her passion for travel and adventure with her boys and is a believer in experiences over things.

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.

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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.