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 at Entre Bank. She continues to give back to others through her work with her family foundation, supporting charities focused on military veterans, violence against women, and a broad range of animal welfare initiatives. 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, now residing in Mound, enjoys reading, learning, traveling, self-improvement pursuits, and fostering meaningful relationships. She is a former country music singer who, on September 8, 2013, achieved her lifelong goal by completing the Ironman Triathlon in Madison, Wisconsin. She swam, biked, and ran 140.6 miles, finishing with a 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 two sons MJ and DJ, 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 15 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. In addition to his responsibilities as Chief Operating Officer, Kyle also works closely with clients as a financial planner.

Before joining the team, he was a relationship manager at Dynasty Financial Partners. In that role, he worked closely with some of the nation’s largest and most successful independent wealth management firms, providing consulting and outsourced chief operating officer services to support their growth and operational success. Prior to that, he was 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 over 25 years.

Shaun has been part of the High Note Wealth team for over 15 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 more than 12 years of industry experience to her role leading client service efforts at High Note Wealth. Known for her friendly, approachable style, she helps clients navigate everything from everyday service requests to more complex needs, always making sure they feel supported and valued along the way. She takes pride in building strong relationships and being a trusted resource for both clients and team members.

Alongside Michael, Bridget plays an important role in High Note Wealth’s compliance program, helping to uphold the firm’s commitment to professionalism, integrity, and putting clients’ best interests first.

Bridget earned a Bachelor of Arts degree from the University of Minnesota Duluth with a double major in criminology and sociology. 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 homicide trials.

In her free time, Bridget enjoys traveling and testing new recipes on her family. She and her husband, Wade, have been married for more than 30 years and live in Monticello. They have two adult sons and share their home with Charlie the cat and two long-haired dachshunds, Brody and Cooper. Lovingly referred to as “the zoo,” their home is always full of activity.

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 5 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, Madeline provides administrative support, client service assistance, and operational coordination for the High Note Wealth team. She is committed to serving both her team and clients by helping ensure a smooth experience throughout the client journey. With a background in the service industry, Madeline brings a unique perspective to her role and strives to deliver remarkable hospitality through thoughtful support and attention to detail. She earned a Bachelor of Science in Economics from Metropolitan State University and takes pride in helping the team operate efficiently while supporting meaningful client relationships.

Madeline resides in Northeast Minneapolis and enjoys exploring new restaurants with friends, attending Pilates classes, and participating in women’s weightlifting workshops. A lifelong learner with a passion for history, she is always listening to a history podcast and discovering new stories from the past. Whether at work or in her personal life, she values connection and curiosity.