Katie Cavanaugh

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #4196557, FL, IL, OH, WA, WI

Phone 414-441-5952

20935 Swenson Drive #150
Waukesha, WI 53186

Katie Cavanaugh

State(s) Licensed:   CA Insurance Lic. #4196557, FL, IL, OH, WA, WI

Mapping out your journey to financial clarity so you can create a better future for you, your family, and your community

Let’s Plan for Your Financial Future Together

As a Financial Advisor, my mission is to provide you with the financial guidance and tools that will help you live out your values. I work with purpose-driven clients to develop strategies for financial clarity. I spend time getting to know my clients and individualizing a plan that is unique to them.

Tell me where you are today, and I will draw upon my expertise to support you in:

·        Retirement Planning

·        Small Business Planning

·        Special Needs Planning

·        Investment Management

·        Tax Strategies

·        Protection

I believe firmly that money is not a goal…it’s a tool to create a better future for individuals, families, and communities. A resident of the Greater Milwaukee area, I serve clients in a 5-state region (Wisconsin, Illinois, Washington, California, and Florida). Wherever you are in your financial journey, I can help! I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future.

To learn more about the privacy of your information, visit our privacy policy.


Waukesha Office



M – F: 9 a.m. – 5 p.m.