Professional

Katherine is the Founder and CEO of High Note Wealth and she personally brings over 27 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, Schneewind Family Foundation and Entre Bank. 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.

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, two sons-in-law, and two step grandchildren who she adores. 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.

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 held 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 (CFA®) 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 of Arts degree in history from the University of Minnesota and a Culinary Arts degree from Le Cordon Bleu.

Personal Story

Michael lives in the west metro with his partner, Jackie, their son, MJ, 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 live music and curating his vinyl record collection. Whether it’s 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.

Kyle brings over 10 years of wealth management experience to his role as Chief Operating Officer. He is responsible for serving the needs of our clients by implementing the firm’s strategic vision, overseeing day-to-day operations, and optimizing firm performance.

Prior to joining the team, he was a relationship manager at Dynasty Financial Partners. During his tenure, he supported a growing network of independent wealth management firms as a consultant and outsourced chief operating officer. Before that, he was a regional director at Macquarie Group, a global asset management company and the world’s largest infrastructure asset manager. He began his wealth management career as an investment advisor at Merrill Lynch.

Kyle earned a Bachelor of Science in economics from DePaul University and a Master of Business Administration from Villanova University. In his free time, you can find him on the water. He enjoys traveling, offshore fishing, and has been a certified advanced scuba diver for nearly 25 years.

Shaun has been part of the High Note Wealth team for over 10 years. As the Director of Financial Planning, he is responsible for overseeing and implementing the financial planning process for High Note Wealth. He works closely with clients to provide a holistic financial planning experience and serves as our in-house expert on financial planning needs.

Shaun holds Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. He earned his Bachelor of Science degree in business management and marketing from Northern State University in Aberdeen, South Dakota.

He spends his free time playing drums in the punk band, Upright Forms, collecting vinyl records, supporting the Twin Cities underground music scene, and has recently taken up cycling. He resides in Maple Grove with his wife, Emily, their daughter, Audrey, and their dogs, Bret Michaels and Wyatt Riot.

Bridget brings over 9 years of industry experience to her role as a Client Service Specialist. She handles client service-related duties in the office and values the relationships she builds with our clients.
Bridget earned a Bachelor of Science degree in criminology & sociology from the University of Minnesota in Duluth. While attending college, she interned with the St. Louis County Attorney’s Office, where she drafted probable cause statements, assisted with evidence review, and observed various homicide trials.

In her free time, Bridget enjoys baking and trying new recipes. Bridget and her husband of over 25 years, Wade, reside in Monticello and have two adult sons and a new daughter-in-law. Bridget lovingly refers to her home as the “zoo” where she has a cat named Charlie, a dog named Brody, and a brand-new puppy named Cooper.

As an Associate Financial Planner, Logan assists in preparing financial plans and presentations and takes pride in providing clients with a holistic financial planning experience. Logan graduated with a Bachelor of Science degree in business management from Minnesota State University, Mankato, in 2018 and has over 4 years of industry experience.

Outside of work, Logan enjoys spending time with family and friends, traveling, and staying active. During the summer months, you can find him at the family cabin, golfing, and traveling to new destinations. When the weather cools off, he’s watching football, hunting, hitting the ski slopes, or going to the gym for a workout.

As a Client Service Associate, Baden’s focus at the firm is delivering ongoing client service, financial planning support, and portfolio administration. Prior to his current role, he interned at High Note Wealth while attaining a Bachelor of Science degree in business administration with a minor in financial management from Upper Iowa University. He spent his four years at Upper Iowa University playing basketball for the Peacocks.

Baden enjoys his free time with friends and family. You can find him on the basketball court, golf course, in the woods hunting, or even on the lake. He resides just outside of Waconia, Minnesota with his girlfriend Melanie and their new puppy, Captain.