Katherine Vessenes
Chanhassen, MN
Licensed for 47 years
Law Degree
Awards
Primary Practice Area
Business
Language
English
About
Katherine Vessenes is pleased to join the Saliterman and Siefferman team of “of counsel” attorneys. Nationally known as an expert on the legal and ethical issues of financial advisors, Katherine has written three books for the securities industry and spoken at hundreds of events. A serial entrepreneur, Katherine used her extensive legal background in the other businesses she owns: · Vestment Advisors, www.vestmentadvisors.com, which provides coaching and consulting to the financial services industry. · MD Financial, www.mdfinancialadvisors.com, where she and her team deliver comprehensive financial planning services exclusively for physicians. · Vestment Financial, www.vestmentfinancial.com, a firm that assists business owners and successful professional with their investments, financial planning and insurance needs. · In addition, she and her husband, Peter, are majority shareholders in a global software company, ProfitSee, www.myprofitsee.com, that provides small and medium business owners with the financial analytics that was previously only available to large, multinational businesses. Katherine was probably the first attorney/financial advisor to bring ethics training to the securities industry. “Ethics has always been a big part of my core values,” says Katherine. She started the first ethics board when she was still in law school at the University of Denver. Later she was on the Board of Ethics for the Certified Financial Planner® Board of Standards. She created an ethics program for the Institute of Certified Financial Planners and American Express. According to Bloomberg Press, “Katherine Vessenes is America’s best known authority on the legal, ethical and compliance issues facing financial advisors.” Katherine and her husband Peter, live in Shorewood, MN and Providence, RI, where they have another office. They have three grown children and love to bicycle. She recently took up kettlebells to stay in shape. Katherine’s clients will be working with the Saliterman and Siefferman team to provide them up-to-date legal advice on their estate planning, asset protection strategies and business plans.Katherine Vessenes, JD, CFP®, RFC President, Vestment Advisors 7935 Stone Creek Drive, Suite 120 Chanhassen, MN 55317 Fax: 888.394.5339 Office: 952.401.1045 [email protected]
Practices Areas
Estate Planning
Business
Language
English
Contact
Vestment Consulting7935 Stone Creek Dr Ste 120Chanhassen, MN, 55317-47647935 Stone Creek Dr Ste 120Chanhassen, MN, 55317-4764
Office: N/A
Website: N/AReviews
I've never felt more cared for - her service and expertise is highly regarded - and I feel completely secure in my present and future financial position as a entrepreneur.
Katherine Vessenes has offered us excellent counsel on a variety of subjects including wealth management, tax issues and philanthropy. Katherine is very knowledgeable and brings her vast experience and high-energy to the table. I would strongly recommend Katherine and her team to any growing business.
Katherine is a true professional. She is knowledgeable, articulate and a great listener. I am happy to have her on my side and would recommend her without hesitation to anyone looking for legal help.
Katherine genuinely cares about people's financial security. She is great listener, but she also knows the right questions to ask and the steps to take to guide you in the right direction. I've found her to be a person of absolute integrity, someone you can trust with your important decisions. She will work tirelessly on your behalf; researching options, finding the best brokers or the best companies to work with and the best programs for you. I highly recommend her! You will not be disappointed!
I have worked with Katherine in representing joint clients in very complex settings. She draws on her vast experience and knowledge to provide very thoughtful and practical strategic advice. Her unique blend of experience and broad knowledgebase make her an invaluable advisor to any client.
Katherine is the definition of professionalism. Her expertise, knowledge and charm really shine through in every conversation. I have never had any doubt in her ability to give sound counsel and have our families best interests at heart. I will continue to recommend her to the people I care about.
I've never felt more cared for - her service and expertise is highly regarded - and I feel completely secure in my present and future financial position as a entrepreneur.
Katherine Vessenes has offered us excellent counsel on a variety of subjects including wealth management, tax issues and philanthropy. Katherine is very knowledgeable and brings her vast experience and high-energy to the table. I would strongly recommend Katherine and her team to any growing business.
Katherine is a true professional. She is knowledgeable, articulate and a great listener. I am happy to have her on my side and would recommend her without hesitation to anyone looking for legal help.
Katherine genuinely cares about people's financial security. She is great listener, but she also knows the right questions to ask and the steps to take to guide you in the right direction. I've found her to be a person of absolute integrity, someone you can trust with your important decisions. She will work tirelessly on your behalf; researching options, finding the best brokers or the best companies to work with and the best programs for you. I highly recommend her! You will not be disappointed!
I have worked with Katherine in representing joint clients in very complex settings. She draws on her vast experience and knowledge to provide very thoughtful and practical strategic advice. Her unique blend of experience and broad knowledgebase make her an invaluable advisor to any client.
Katherine is the definition of professionalism. Her expertise, knowledge and charm really shine through in every conversation. I have never had any doubt in her ability to give sound counsel and have our families best interests at heart. I will continue to recommend her to the people I care about.
I've never felt more cared for - her service and expertise is highly regarded - and I feel completely secure in my present and future financial position as a entrepreneur.
Katherine Vessenes has offered us excellent counsel on a variety of subjects including wealth management, tax issues and philanthropy. Katherine is very knowledgeable and brings her vast experience and high-energy to the table. I would strongly recommend Katherine and her team to any growing business.
Katherine is a true professional. She is knowledgeable, articulate and a great listener. I am happy to have her on my side and would recommend her without hesitation to anyone looking for legal help.
Katherine genuinely cares about people's financial security. She is great listener, but she also knows the right questions to ask and the steps to take to guide you in the right direction. I've found her to be a person of absolute integrity, someone you can trust with your important decisions. She will work tirelessly on your behalf; researching options, finding the best brokers or the best companies to work with and the best programs for you. I highly recommend her! You will not be disappointed!
I have worked with Katherine in representing joint clients in very complex settings. She draws on her vast experience and knowledge to provide very thoughtful and practical strategic advice. Her unique blend of experience and broad knowledgebase make her an invaluable advisor to any client.
Katherine is the definition of professionalism. Her expertise, knowledge and charm really shine through in every conversation. I have never had any doubt in her ability to give sound counsel and have our families best interests at heart. I will continue to recommend her to the people I care about.