My Team

 

Katherine Forrester ImageKatherine Forrester Schneewind

Wealth Management Advisor
Office 952-224-7970
 

Professional

Katherine and her brother Michael have built the firm on a foundation of wealth management industry experience and a belief that all clients should be treated like family. Katherine was a recipient of the 2016 Top 50 Women in Business Award (Minneapolis Business Journal) and the 2017 and 2011 Top Women in Finance Award (Finance & Commerce magazine). In addition, she has been a regular contributor to FOX9’s morning news show, sharing her expertise on personal finances for families and individuals. Always active in the community, Katherine is a former board member of the Ridgeview Medical Center Foundation and Northwestern Mutual’s FRA Board.

Katherine earned a Bachelor of Arts degree in music therapy from the University of Minnesota and holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.

Personal Story

Katherine lives in Excelsior with her husband, Randy, and son, Remington, who attends Chinese Immersion School at Excelsior Elementary. She has two step-daughters who she adores, Brooke and Kate. Brooke is currently studying interior design at Samford University. Kate is a first responder and analyst for behavioral health at North Country Life Line and lives with her husband Kevin, a U.S. Marine, in San Diego, California.

In her spare time, Katherine enjoys traveling, family gatherings and self-improvement pursuits. On September 8, 2013, she achieved her lifelong goal of finishing the Ironman Triathalon in Madison, Wisconsin where she swam, biked and ran 140.6 miles with a finishing time of 14:02:02.    

Forrester Ironman Race Photo

 
Michael Forrester

Michael Forrester, CFA®, CFP®

Associate Wealth Management Advisor
Office 952-224-7971

Professional

As a colleague in the practice, Michael constantly strives to learn and bring new ideas to the wealth management process. Building on his financial planning experience, Michael stays up to date on all things relevant to clients’ unique situations. He and Katherine aim to differentiate the firm in the marketplace by offering a combination of deep industry experience and a long-range commitment to helping all clients achieve their best financial future.

Michael is a holder of the Chartered Financial Analyst® designation and a CERTIFIED FINANCIAL PLANNERTM professional. Additionally, he holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Michael earned a Bachelor’s Degree in history from the University of Minnesota and a Culinary Arts degree from Le Cordon Bleu.

Personal story

Michael enjoys the challenge of golf and considers himself a lifelong learner. He previously played guitar in a rock band and enjoys cooking vegan cuisine. He spends his free time with family, friends, his longtime girlfriend Jackie and their four rescue dogs. He resides in southwest Minneapolis.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 
Shaun Westphal

Shaun Westphal, CFP®, CLU®, ChFC®

Associate Wealth Management Advisor
Office 952-224-7969

Shaun joined Forrester Wealth Management in 2011. He prepares financial plans and presentations and takes pride in providing clients with a holistic financial planning experience. Shaun is a CFP® professional and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations as well as the Series 7 and 66 securities licenses.

Shaun has a Bachelor's Degree in Business Management and Marketing from Northern State University in Aberdeen, South Dakota. He spends his free time with family, making music with friends, reading and collecting books and records. He resides in St. Louis Park with his wife, Emily, their young daughter, Audrey, and their dog, Paul Stanley.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 
Sherre R Hemming

Sherre R Hemming

Associate Wealth Management Advisor
Office 952-224-7978

Sherre came to Forrester Wealth Management with 16 years of financial planning experience. She assists clients with account related needs. In establishing and maintaining relationships with clients, Sherre loves to help people get organized. She holds her Series 7 and 66 securities licenses.

Sherre has a Bachelor’s Degree in Statistics from Iowa State University. She lives in the south metro with her wife, Lisa, and their two standard poodles. Sherre spends her free time gardening, traveling, having dinner with friends and learning to move toward a plant-based diet, but nothing takes precedence over her three amazing grandchildren.

 
Colton R Sicheneder

Colton R Sicheneder

Associate Financial Representative
Office 952-941-7557

Colton assists in information collecting and financial plan construction. He enjoys digging into the details, in turn building plans which are tailored to each client’s situation.

Colton attended college at Minnesota State-Fergus Falls. When he’s not working, Colton continues to improve his golf game, enjoys boating and fishing, and spends time with friends, family and his dog, Hunter. He is also an avid reader, most recently favoring books about self-improvement.

 
Kristy S Boyko

Kristy S Boyko

Executive Assistant
Office 952-224-3815

Kristy’s strong attention to detail and consistent eagerness to help others make her a valued part of the Forrester Wealth Management team. She provides support to Michael and Katherine by scheduling appointments, managing calendars and processing insurance applications. Kristy is always willing to go beyond expectations to better serve clients. She enjoys making emotional connections with clients to best understand their needs and challenges. She came to Forrester Wealth Management after 15 years working at Piper Jaffray.

A dog lover, Kristy volunteers at the Animal Humane Society in Golden Valley. The Duluth native attended college at the University of Minnesota. In her free time, she goes to the gym, hikes and spends time with her friends and family.

 
Daniel Tuohy

Daniel Tuohy, CFA®

Office 952-224-3828

Daniel joined Forrester Wealth Management after 15 years’ experience as an investment analyst and portfolio administrator. He is a Chartered Financial Analyst® charterholder.  He is Series 7 and 63 securities licensed. Daniel appreciates the Forrester team’s focus on in-depth planning through personalized client engagement.

Daniel has a Bachelor’s Degree in Business Administration from Augsburg College. In his spare time, he likes to walk his dog at Hyland Park in Bloomington, where he can get away from the city and recharge. He also enjoys bicycling, watching nature shows and supporting the Minnesota United FC soccer team.

 

 
Sarah Foss

Sarah Foss, CLU®, ChFC®

Associate Wealth Management Advisor
Office 952-234-4922

Sarah joined Forrester Wealth Management having worked with Northwestern Mutual since 2007. Building on her extensive experience in preparing financial plans for clients and overseeing investment services, Sarah assists with big-picture planning and serves as a liaison between the team and the firm’s partners, Katherine and Michael. She holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, as well as her Series 6, 7 and 63 securities licenses.

Sarah earned a Bachelor’s Degree in Accounting from Metropolitan State University. In her free time, she enjoys baking, cooking, spending time outdoors and playing with her pets.

 

Katherine Forrester Schneewind, CLU®, ChFC®
Wealth Management Advisor


Forrester Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck