About Us
KMT Wealth Management adds value to our client’s financial lives through empathy, expertise and an evidenced based framework.
Value without Distraction
Our clients benefit from decades of experience helping successful families invest and plan for their wealth. This includes helping clients avoid making costly behavioral mistakes, such as chasing short-term market volatility, relying on past performance for investment strategy or letting emotions drive decisions during market stress.
With a service model that is different and unique, KMT Wealth Management’s vision is to provide value without distraction and to give you power and peace over your wealth.
Meet Karen Tatman, CFP®
Karen Tatman is the Founder and Lead Advisor of KMT Wealth Management, where she helps successful individuals and families gain greater power and peace over their wealth through holistic, evidence-based financial planning. With over 25 years of experience—including more than 15 years at Northern Trust preceded by several years with Goldman Sachs—Karen specializes in investment management, financial planning, estate strategies, and behavioral coaching.
A Certified Financial Planner®, Karen holds a Masters of Business Administration (MBA) degree in Finance with High Honors from the Keller Graduate School of Management and dual Bachelor of Science degrees in Business Administration and Environmental Science with Honors from the University of Illinois at Urbana-Champaign, where she also played on the Women’s Ice Hockey team.
Karen founded her firm to define success on her own terms and build deeper, values-driven client relationships rooted in trust, empathy, and purpose. Over the years, she has built a thriving business while also mentoring emerging talent and supporting fellow female founders. As a wife, mom, and entrepreneur, Karen leads with humility and a strong commitment to servant leadership, aiming to create lasting impact both within and beyond the financial industry.
How do you keep emotions out of your decisions and your investment strategy?
