Kate Downing CFP®, CDFA®

Wealth Advisor

Kate is a Certified Financial Planner™, Certified Divorce Financial Analyst®, and Wealth Advisor with Lucas Group Financial Advisors.

Kate holds a bachelor’s degree in Finance from the University of Wisconsin-Whitewater, graduating Summa Cum Laude in the class of 2014. She entered the financial planning profession because she wanted to have a positive impact on the lives of others, helping them to fulfill their financial goals and protect their families. She specializes in building broad-based financial plans, with emphasis on retirement and estate planning.

At UW-Whitewater, Kate competed on the NCAA Women’s Bowling Team, making the Elite Eight in 2013 and the Final Four in 2014. She still enjoys bowling both recreationally and competitively. She and her husband also enjoy tennis, board games, and traveling. They welcomed their first daughter in early 2022 and are looking forward to taking her on new adventures.