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Elizabeth A. Grady, CFP®, ChFC®
Financial Advisor, Baldwin Financial Advisors, LLC
Elizabeth came to Baldwin Financial immediately following college graduation. She
was chosen from a pool of over a dozen candidates for her educational achievement,
service to others, ethics, professionalism, and drive. Elizabeth attained a passion
for investments and planning as a result of the example set by her grandfather. Elizabeth
is particularly interested in having members of her generation embrace a financial
plan, which will give them confidence for the various challenges that they will encounter
both personally and professionally. She firmly believes that if one has a well-thought-out
strategy, a person will be able to more strongly navigate the peaks and valleys of
life with the added benefit of being able to help others. Elizabeth’s confidence in
the importance of sound planning was instilled from an early age by her grandfather
whose life example bore fruit in his long retirement through age 99.
Elizabeth was inspired to study finance in college and graduated from DePauw University
with a B.A. in Economics. She has attained her FINRA Series 7 & 66 licenses and Life,
Accident and Health Insurance license. She is a CERTIFIED FINANACIAL PLANNER™ and
Chartered Financial Consultant®. She is currently pursuing her CLU designation. While
at DePauw, Elizabeth was a member of Pi Beta Phi sorority where she served as Vice
President of Finance.
Elizabeth has spoken in front of many audiences including InvestmentNews, Financial
Service Professionals (FSP), Equitable Advisors, DePauw University, and corporate
engagements, including West Monroe Partners.
Elizabeth was born and grew up in the city of Chicago where she attended Sacred Heart
on Sheridan Road and St. Ignatius College Prep where teachers stress service to others.
This remains a core part of who Elizabeth is today. She serves on DePauw’s Alumni
Association Board of Directors and the Sacred Heart Sheridan Road Alumni Board, where
she served as President. Elizabeth previously served on the Board of Directors of
the Art Institute of Chicago’s Evening Associates.
Away from the office, you can find Elizabeth exploring new Chicago restaurants, sipping
cappuccinos at the Art Institute of Chicago, listening to country music while line
dancing, and visiting the best art museums around the world.
Kate B. Leipprandt, CFP®, ChFC, CLU, AEP (Distinguished)
Owner and Managing Director, Baldwin Financial Advisors, LLC
Kate is the Owner and Managing Director of Baldwin Financial Advisors, LLC., a proud
women-owned financial planning firm located in NW Chicagoland. Kate built her firm
with the goal building an ethical, competent practice helping clients build their
strongest financial lives possible. Kate’s firm offers unique and comprehensive high-tech
financial planning processes to guide clients towards reaching their loftiest goals.
Women’s Workshops across Chicagoland
o FPA Pro-bono financial advisor / member
o Investment Committee Chairperson- Arlington Heights, IL church
