Kathy Brost joined Legacy in early 2016 as a trust and financial advisor, enhancing our client relationship team with a variety of experiences in multiple facets of finance and business operations. She holds a BBA in Human Resources from Lakeland College and a JD from University of Wisconsin Law School. Throughout her career she has continued her education by attaining a Certified Financial Planner Designation™, a Chartered Life Underwriter® designation and a Real Estate Brokers license. Kathy spent 12 years at Thrivent Financial first as a tax advisor to their annuities and retirement plan area before becoming a corporate counsel. Most recently, Kathy spent more than 10 years in private practice, acting as corporate counsel and directing compliance programs for a number of fraternal benefit societies across the country. She is a former president of the Association for Fraternal Benefit Counsel and has served on a number of committees for the State Bar of Wisconsin.
A native of the Fox Valley, Kathy enjoys working in her parents’ real estate development and construction firm. Her passion for entrepreneurialism makes Kathy particularly skilled at helping small businesses grow and non-profit organizations successfully navigate their start-up phase. She will help clients with family-owned businesses make informed strategic decisions.
Kathy loves to travel and has enjoyed exploring areas in the more remote and obscure parts of the world. Many of these trips involve water excursions; while her husband scuba dives to explore shark territories of the depths below, Kathy snorkels on the surface.
Kathy is the mother of two grown children; her married daughter is an architectural engineer living in Wauwatosa, and her son is in college. Kathy’s current hobbies include cooking, jewelry making, and reading. An early interest in art has blossomed into designing the extensive gardens that surround her home. With her diverse financial industry background that includes insurance as well as financial planning, Kathy helps clients develop an all-inclusive plan for managing their wealth, investments and risk vulnerabilities.