Brother-sister financial team partners with Dynasty
November 21, 2019 - A brother-sister team has partnered with Dynasty Financial Partners to form an independent wealth management firm called High Note Wealth. High Note, based in Minnetonka, Minnesota, has six professionals and is led by Katherine Katherine Forrester Schneewind and Michael Forrester. Both Schneewind and Forrester previously worked at .Northwestern Mutual in the Minneapolis area. "More and more family advisory teams are coming to us to explore the potential of building a firm together, and we are excited to partner with High Note Wealth to help them fulfill their dream of owning their own family business," Shirl Penney, CEO of Dynasty, said in a news release. Dynasty, headquartered in St. Petersburg, provides wealth management and technology platforms for select independent financial advisory firms.