DISCOVER DOYENNE

Red bird icon for Doyenne Wealth Advisors services page<br />

INSPIRATION

to envision.

about doyenne

Intuitive. Insightful. Impactful.

All Doyenne Advisors are CFP® professionals immensely dedicated to purposeful and compassionate partnership with you to deliver exceptional service and wealth advisement. We apply our knowledge, professional expertise, experience, and objectivity to the financial challenges in your life and seek to offer creative solutions to make your complicated life simpler.

Our hope is to inspire you to envision your ideal future. We work alongside you to define the life you want to live and the legacy you want to build—and together we discover the ways in which your wealth can be instrumental in achieving your objectives. Collaboratively, we develop a strategic, intentional pathway to guide your journey.

All Doyenne Advisors are CFP® professionals immensely dedicated to purposeful and compassionate partnership with you to deliver exceptional service and wealth advisement. We apply our knowledge, professional expertise, experience, and objectivity to the financial challenges in your life and seek to offer creative solutions to make your complicated life simpler.

Our hope is to inspire you to envision your ideal future. We work alongside you to define the life you want to live and the legacy you want to build—and together we discover the ways in which your wealth can be instrumental in achieving your objectives. Collaboratively, we develop a strategic, intentional pathway to guide your journey.

MISSION

We will go beyond advisement, nurturing true partnerships with each other and our clients, creating an environment where everyone can thrive.

VISION

Change the way of wealth.

CORE VALUES

We are Collaborative
We are Committed
We are Confident
We are Compassionate
We are Creative

MISSION

We will go beyond advisement, nurturing true partnerships with each other and our clients, creating an environment where everyone can thrive.

VISION

Change the way of wealth.

CORE VALUES

We are Collaborative
We are Committed
We are Confident
We are Compassionate
We are Creative

Our Path

Doyenne Wealth Advisors was established as an advisory firm in 2022. The concept began with our founders who shared decades of history as colleagues and discovered they also shared a vision of a business model that would encourage and cultivate longevity.

Our founders imagined a sustainable structure that would enable us to develop and provide for the next generations of Doyenne Advisors allowing us to serve our clients, intergenerationally, with the same level of financial intelligence and compassionate care. For us, stewardship encompasses the ethical planning and management of your resources.

Our founders

Original 5 Founders of Doyenne Wealth Advisor Financial Firm

Our Team

Doyenne was founded and is led by a management team earnestly devoted to fostering the future and extending the organization beyond our founders to create and champion opportunities that are inclusive and supportive for our staff as well as for you. We embrace our intuition and empathy to complement our financial acumen and collective experience to build and nurture meaningful relationships with you, each other, and our communities.

Mary Claire Allvine CFP®, MBA CEO headshot

Mary Claire Allvine
CFP®, MBA

Managing Director, Chief Executive Officer, Wealth Advisor

Kristin Balon CFP®, MBA headshot

Kristin Balon
CFP®, MBA

Managing Director, Wealth Advisor

Kate Donaldson CFP® CFO headshot

Kate Donaldson
CFP®, MM

Managing Director, Wealth Advisor

Anne Petty CFP® bio Doyenne

Anne Petty
CFP®

Managing Director, Wealth Advisor

Laura Stern CFP®, CFA, MBA CCO headshot

Laura Stern
CFP®, CFA, MBA

Chief Investment Officer, Wealth Advisor

Mary Claire Allvine CFP®, MBA CEO headshot

Jacob Beck

Analyst

Kristin Balon CFP®, MBA headshot

Paulina Cylwik

CFP®

Analyst

Kate Donaldson CFP® CFO headshot

Shaye Hall

Office Administrator

Anne Petty CFP® bio Doyenne

Phoebe Hayes

CFP®

Associate Wealth Advisor

Daniel Jackson Doyenne Client Service Rep

Daniel Jackson

Client Service Associate

Mary Claire Allvine CFP®, MBA CEO headshot

Jennifer Mamak

Client Service Associate

Kristin Balon CFP®, MBA headshot

Maureen Miller

CFP®

Wealth Advisor

Kate Donaldson CFP® CFO headshot

Alyssa Schuster

CFP®

Associate Wealth Advisor

Anne Petty CFP® bio Doyenne

Kelsey Spresser

CFP®

Wealth Advisor

Laura Stern CFP®, CFA, MBA CCO headshot

Kate Warner

IACCP®

Chief Administrative Officer, Chief Compliance officer

Mary Claire Allvine CFP®, MBA CEO headshot

Suzanne Wetzel

Senior Analyst

Kristin Balon CFP®, MBA headshot

Tesa Williamson

CFP®

Director of Operations

Mary Claire Allvine CFP®, MBA CEO headshot

Mary Claire Allvine
CFP®, MBA

Managing Director, Chief Executive Officer, Wealth Advisor

Kristin Balon CFP®, MBA headshot

Kristin Balon
CFP®, MBA

Managing Director, Wealth Advisor

Kate Donaldson CFP® CFO headshot

Kate Donaldson
CFP®, MM

Managing Director, Wealth Advisor

Anne Petty CFP® bio Doyenne

Anne Petty
CFP®

Managing Director, Wealth Advisor

Laura Stern CFP®, CFA, MBA CCO headshot

Laura Stern
CFP®, CFA, MBA

Chief Investment Officer, Wealth Advisor

Mary Claire Allvine CFP®, MBA CEO headshot

Jacob Beck

Analyst

Kristin Balon CFP®, MBA headshot

Paulina Cylwik

CFP®

Analyst

Kate Donaldson CFP® CFO headshot

Shaye Hall

Office Administrator

Anne Petty CFP® bio Doyenne

Phoebe Hayes

CFP®

Associate Wealth Advisor

Daniel Jackson Doyenne Client Service Rep

Daniel Jackson

Client Service Associate

Mary Claire Allvine CFP®, MBA CEO headshot

Jennifer Mamak

Client Service Associate

Kristin Balon CFP®, MBA headshot

Maureen Miller

CFP®

Wealth Advisor

Kate Donaldson CFP® CFO headshot

Alyssa Schuster

CFP®

Associate Wealth Advisor

Anne Petty CFP® bio Doyenne

Kelsey Spresser

CFP®

Wealth Advisor

Laura Stern CFP®, CFA, MBA CCO headshot

Kate Warner

IACCP®

Chief Administrative Officer, Chief Compliance officer

Mary Claire Allvine CFP®, MBA CEO headshot

Suzanne Wetzel

Senior Analyst

Kristin Balon CFP®, MBA headshot

Tesa Williamson

CFP®

Director of Operations

Guiding the
journey to your
destination.
doyenne headquarters

227 W. Monroe Street, Suite 4650, Chicago, IL 60606

Doyenne Wealth Advisors Logo with Name and Bird icon
doyenne headquarters

227 W. Monroe Street, Suite 4650
Chicago, IL 60606

Doyenne Wealth Advisors Logo with Name and Bird icon

Formed in 2022, Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The SEC has not approved or disapproved the content of this website nor determined whether this website is accurate or complete.

CFP® is a designation issued by the Certified Financial Board of Standards, Inc. To earn the designation, candidates must have met the certification standards required by CFP Board, including completing initial and ongoing education, examination, experience, and ethics requirements. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® is a designation issued by the CFA Institute. To earn the designation, candidates must pass three course exams, each requiring approximately 250 hours of self-study, and have completed four years of qualifying work experience. Chartered Financial Analyst® and CFA® are registered trademarks owned by the CFA Institute.

IACCP®   To earn the designation of Investment Adviser Certified Compliance Professional candidates attend a series of courses sponsored by industry organizations over a period of up to eighteen months focused on investment adviser regulatory obligations and requirements.  Candidates must pass an exam and meet on-going annual continuing education requirements thereafter

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