Kate is Managing Director of Baldwin Financial Advisors, LLC. (Arlington Heights, Illinois), a registered investment advisory firm, involved in fee-based financial planning, consulting and education for individuals and small businesses. She bought Baldwin Financial Systems, LLC from her father, Ben G. Baldwin, Jr, CFP®, ChFC, CLU, MSM, MSFS in 2014. Ben G. Baldwin Jr. started the company in 1982. Kate specializes in helping her clients build, protect and sustain financial independence and has a talent for making difficult topics easier to understand. Kate and her team at Baldwin have a passion for helping others, and ‘putting the numbers’ to complex life problems allows us to provide solutions and strategies that make a difference. We do not say ‘can’t’. Our clients will tell you that ‘we made a huge difference in their lives’, and this is what gets us going every day! Our clients become a special part of our lives and we care deeply about them. We work mostly by referral, although our non-Google-able website (on purpose) has started to bring in some computer-savvy clients as well!

Kate is also a Financial Advisor for a large securities and investment advisory services firm and is licensed to sell insurance, securities, annuities and other products she considers an optional ‘tool kit’ for assisting clients. She holds her series 7, 6, 22, 63 & 65 securities licenses. Kate did her undergraduate studies at DePauw University (Greencastle, IN), earning a BA in economics with minors in French and Psychology. She studied Economics as part of her undergraduate work at the University of Strasbourg, France. Kate authored a textbook titled the “ABA Financial Planning Workbook”, a resource recommended by the American Bankers Association (ABA) for trust administrators, private bankers and other wealth advisors to obtain their Certified Trust and Financial Advisors (CTFA) designation. Kate continues to write, update texts and teach courses for the ABA.

Kate is a professional speaker who has appeared as national spokesperson for a major financial services firm in national TV advertisements, as well as in “Business Week”, “U.S. News and World Report” & “Working Woman” magazines and other publications including the Chicago Tribune. She has taught the Insurance courses at the American Bankers Association’s National Graduate Trust School off and on since 1997, and taught the ‘In-Bank’ Trust Schools (Financial Planning, Stock Options, Qualified Plans and Insurance) held by Wachovia banks in 2006. Other audiences for Ms. Leipprandt include corporate clients Commonwealth Edison, InSpeech, Underwriters Laboratories, Northern Trust Bank and the First United Methodist Church of Arlington Heights. Numerous financial institutions continue to utilize systems, processes and tools Kate has taught in her presentations.

Associations Kate is involved with include: Financial Planning Association (FPA) and Society of Financial Service Professionals (SFP) and The National Association of Insurance and Financial Advisors (NAIFA) among others. Ms. Leipprandt has been active in the community as past Co-President of the local High School’s PTA (TPC) board, Team Parent for the HS soccer team, and youth soccer coach. She serves on the Investment Committee and Endowment committees at the First United Methodist Church of Arlington Heights, IL and has participated in several youth mission trips via Appalachia Service Project and her own family’s mission trip to S Africa to donate soccer ‘boots’ to a church group, organized by her daughter while studying at Cape Town.