DISCOVER DOYENNE
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
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
Managing Director, Chief Executive Officer, Wealth Advisor
Kristin Balon
CFP®, MBA
Managing Director, Wealth Advisor
Kate Donaldson
CFP®, MM
Managing Director, Wealth Advisor
Anne Petty
CFP®
Managing Director, Wealth Advisor
Laura Stern
CFP®, CFA, MBA
Managing Director, Chief Investment Officer, Wealth Advisor
Jacob Beck
Analyst
Paulina Cylwik
CFP®
Analyst
Shaye Hall
Office Administrator
Phoebe Hayes
CFP®
Associate Wealth Advisor
Ethan Krumwiede
Analyst
Jennifer Mamak
Client Service Representative
Maureen Miller
CFP®
Wealth Advisor
Alyssa Schuster
Associate Wealth Advisor
Kelsey Spresser
CFP®
Wealth Advisor
Kate Warner
IACCP®
Chief Administrative Officer, Chief Compliance officer
Suzanne Wetzel
Senior Analyst
Tesa Williamson
CFP®
Operations Coordinator
Mary Claire Allvine
CFP®, MBA
Managing Director, Chief Executive Officer, Wealth Advisor
Kristin Balon
CFP®, MBA
Managing Director, Wealth Advisor
Kate Donaldson
CFP®, MM
Managing Director, Wealth Advisor
Anne Petty
CFP®
Managing Director, Wealth Advisor
Laura Stern
CFP®, CFA, MBA
Managing Director, Chief Investment Officer, Wealth Advisor
Jacob Beck
Analyst
Paulina Cylwik
CFP®
Analyst
Shaye Hall
Office Administrator
Phoebe Hayes
CFP®
Associate Wealth Advisor
Ethan Krumwiede
Analyst
Jennifer Mamak
Client Service Representative
Maureen Miller
CFP®
Wealth Advisor
Alyssa Schuster
Associate Wealth Advisor
Kelsey Spresser
CFP®
Wealth Advisor
Kate Warner
IACCP®
Chief Administrative Officer, Chief Compliance officer
Suzanne Wetzel
Senior Analyst
Tesa Williamson
CFP®
Operations Coordinator
Guiding the
journey to your
destination.
Mary Claire Allvine
CFP®, MBA
Managing director, CEO, WEALTH ADVISOR
Mary Claire has so much experience as a financial planner for families and couples, she’s written a book about it. We believe her uncanny ability to provide expert advice that is straightforward and actionable is what many families are looking for.
Mary Claire remains actively involved in her Princeton and University of Chicago MBA alumni programs. She and her husband have formed a close community in North Atlanta with their two children. Some of Mary Claire’s best ideas as CEO come to her while she’s out on her morning run.
Kristin Balon
CFP®, MBA
Managing director, WEALTH ADVISOR
The desire to give good advice is quite simply in Kristin’s blood. After considering how best to put her Kellogg School of Management MBA to use, she decided to follow her heart back to financial planning. She prides herself on thinking two steps ahead and considering all aspects of any plan.
She and her husband enjoy cheering on their Michigan Wolverines alongside their three school-aged children from their home in Elmhurst, Illinois. They also love spending summer weeks in New Hampshire and winter breaks skiing out west as a family.
Kate Donaldson
CFP®, MM
Managing director, WEALTH ADVISOR
Kate has curated a strong network of allied professionals to rely on anytime a referral is needed. She demonstrates strong attention to detail, which she likely honed while earning her BM and MM in violin performance from Northwestern University and the University of Michigan, respectively.
Kate and her husband live in Roscoe Village with their dog, Abby. During the summer, you’ll find Kate enjoying the sounds of the Grant Park Music Festival, for which she serves on the board of directors.
Anne Petty
CFP®
Managing director, WEALTH ADVISOR
Anne has had an interest in investing since elementary school. Her ability to keep the big picture in mind is helpful when advising across generations. She met her husband while both were undergraduates at the University of Michigan in Ann Arbor.
Her two elementary-aged children keep them busy around their Oak Park home. Whenever possible, Anne enjoys swimming in Lake Michigan and boating around Torch Lake, Michigan.
Laura Stern
CFP®, CFA, MBA
Managing director, CHIEF INVESTMENT OFFICER, WEALTH ADVISOR
Laura has vast industry experience and the Chartered Financial Analyst credentials making her a natural fit for the Chief Investment Officer role at Doyenne. We believe Laura’s approachable nature puts even the most apprehensive client at ease. Laura received her BA from the University of Chicago and her MBA from the Kellogg School of Management at Northwestern University.
She and her husband live in Hyde Park, Chicago. You can find Laura enjoying her free time in Florida’s panhandle or visiting her grandchildren in Minnesota.
Kate Warner
IACCP®
CHIEF ADMINISTRATIVE OFFICER
CHIEF COMPLIANCE OFFICER
Kate has broad industry experience. She has served more than fifteen years in a senior compliance role for registered investment advisory firms and earned the Investment Adviser Certified Compliance Professional Designation in 2009. We rely on Kate’s broad level of experience to advise on many internal and external matters.
Kate and her husband live in Roscoe Village, Chicago. In their free time, they enjoy traveling with their two adult children and other friends and family members. Kate, being from Michigan, especially enjoys any time she can spend up north on the lake during the summer.
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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