Kate B. Leipprandt, CFP®, ChFC, CLU
Kate is the owner and managing director of Baldwin Financial. She received her B.A. in Economics, with minors in Psychology and French from DePauw University. She began her financial planning career alongside her father and mentor Ben Baldwin after earning her CERTIFIED FINANCIAL PLANNER™ professional designation and bought and restructured the firm upon his retirement. Because she believes that every client deserves a well-educated, experienced and comprehensive advisor, Kate earned her Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations as well. Kate writes, speaks and has been published (“Financial Planning Workbook”) by the American Bankers Association and other publications over time. She has offered her advice via national advertisements on network television for a global financial services firm and hosted financial radio programs. For her extensive work in estate planning for our clients, Kate was awarded the AEP(Distinguished) Advanced Estate Planning designation from the National Association of Estate Planners in 2019.
Kate lives and works in Arlington Heights and is passionate about building stronger, more sustainable and protected financial lives for the wonderful clients of Baldwin Financial. Away from the office, you can find Kate walking her Airedale, engaging in any outside activity, and spending time with her family and grandchildren. She loves to sail her boat whenever possible and swims regularly. Kate is a big supporter of her local church, and the Sarcoma community, for whom she regularly advocates and fundraises for research against this devastating diagnosis of which she is a proud survivor.
Elizabeth Grady, CFP®, ChFC®
Elizabeth is a Financial Planner at Baldwin Financial. She received her B.A. in Economics and Classical Civilizations from DePauw University. She joined Baldwin Financial in 2014 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2018. She has held her Chartered Financial Consultant (ChFC®) designation since 2023.
Elizabeth lives in the Lincoln Park neighborhood of Chicago. She is passionate about working with women and young professionals to become financially independent, while simultaneously enjoying their wealth.
Away from the office, you can find Elizabeth exploring new Chicago restaurants, sipping cappuccinos at the Art Institute of Chicago, and playing recreational tennis.
Katie joined the Baldwin Financial team following Graduation from Ohio University in June of 2022. She graduated with a Bachelors (B.A.) in Accounting, Finance, and Pre-Law and earned a Masters (M.Acc) in accounting. Katie is certified for Life, Accident, & Health Insurance and is currently studying for her FINRA Series 7 & 66 Licenses, as well as the Certified Financial Planner® designation.
Katie became passionate about helping others reach their goals financially as she saw the importance of financial stability. Katie appreciates and values the relationship that is developed between her Team and Clients, as we work together and help our clients accomplish their goals year after year. In her free time, Katie enjoys watching the Kansas City Chiefs, spending time with friends and family, and exploring the big city of Chicago.
Client Relations Manager
Penny received her B.S. in Marketing from Eastern Illinois University. Penny joined Baldwin Financial in 2017. She brought with her many years of experience with AT&T to help her guide the successful administration of the firm. Penny is a results-oriented professional with proven experience in sales support, project management, training, procurement and export compliance. Penny’s strong organizational and problem-solving skills are evident in her ability to provide customer satisfaction.
Penny likes being able to live and work in the Arlington Heights community and loves being part of the Baldwin team. She enjoys watching our amazing clients achieve their goals and feel confident with this unique planning process. While not working at Baldwin she can be found walking, playing Pickleball, yoga or spending time with family and friends.
Doug received his B.S. in Marketing from Northern Michigan University. He joined Baldwin Financial in 2023 after a long career in advertising. Doug is grateful to be able to apply his skills to the Baldwin team. Doug looks forward every day to being able to guide and assist our amazing clients and the rest of the team at Baldwin Financial. Doug provides the extra service touches that make our clients successful.
When not at work, Doug enjoys tennis, running, hiking, and anything outdoors. He particularly enjoys time with his family and grandchildren.