Upside: Kathy Longo

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. She has been quoted as a trusted expert in multiple national and local publications including The Wall Street Journal, New York Times, and Money Magazine amongst others. At the firm level, Flourish Wealth Management was recently recognized by AdvisoryHQ as a top-rated financial advisor in Minnesota for the 3rd year in a row..

Throughout her career, Kathy Longo maintained a desire to start a company of her own, focused on delivering her expertise to a dedicated group of clients. Flourish Wealth Management embodies the fruition of that dream and builds off a strong foundation of insight and experience. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. Her first book is expected to launch in June 2018 and is titled Flourishing Financially: Values, Transitions, and Big Conversations.