As an attorney, a nationally recognized financial advisor, and a force behind financial ethics, Katherine Vessenes is a leading authority guiding doctors with their complex financial issues. Heading one of the largest national firms for doctors, she is focused on leading them to protect their assets, reduce their taxes now and during retirement, and create the best plan for financial freedom.

Katherine’s mother was a CRNA who ran the anesthesia department of a maternity ward in a Denver hospital, and her stepfather was one of the first bariatric doctors. They lived a fun and extravagant lifestyle not worrying about money. However, after her stepdad unexpectedly lost his medical license, they lost nearly everything. The only job he could get was working minimum wage as a ‘pool boy’. Her mother faced another financial crisis when he died a year later.

Katherine states, “My stepfather was the quintessential broke doc, who could have been a very rich doc, if he had followed a few simple steps. I want to make sure other doctors don't suffer the same fate as mine when the bottom falls out of their finances.”

Katherine served as Vice President and Officer of the IDS Mutual Fund Group, where she was legal counsel to the independent directors, including President Gerald Ford and the CEOs of Pepsi, General Mills, and 3M. Serving on the CFP® Board of Ethics, she also created two ethics programs for American Express.

Engaged by many of the top financial firms, Katherine has consulted the advisors for American Express, ING/Voya, Merrill Lynch, H&R Block, Financial Planning Association, Northwestern Mutual, Charles Schwab, State Farm, LPL, John Hancock, and many others.

Penning three books and almost 100 Published articles, she is currently writing Rich Doc. Broke Doc®. She also has two podcasts: Money Minutes for Doctors with Brown University’s Physician Group, and More Money Minutes for Doctors.

Katherine and her husband and business partner, Peter, have three adult children with whom she loves to spend time. She is also dedicated to a healthy lifestyle and enjoys activities such as bicycling and DDP yoga to stay in shape.

Award-Winning:

Top Woman in Finance
IARFC Ambassador’s Award
Medical Economics Best Financial Advisor for Doctors
5 Star Professional Wealth Manager Winner
Best Financial Advisor for Dentists by Dental Products Report