Kathleen Heit Joins Endeavor Private Wealth as Senior Financial Planner

Endeavor Private Wealth is proud to announce Kathleen Heit has joined the firm as Senior Financial Planner. Kathleen is a CERTIFIED FINANCIAL PLANNER ® and brings more than 18 years of experience working with high-net-worth families on complex financial planning and multigenerational wealth strategies.

Before joining Endeavor in 2025, Kathleen served as the Senior Wealth Strategist for Bowersock Capital Partners in Lawrence, Kansas. In that role, she advised clients on a wide range of planning strategies including wealth transfer, estate planning, retirement planning, philanthropic giving, and business succession planning. Prior to that, she served as the dedicated wealth planner for U.S. Bank Private Wealth Management in Kansas City, Missouri.

Kathleen began her career in financial services in 2007 at Oppenheimer & Co., Inc., where she worked alongside her father, Al Williams, Jr. She also spent over five years at Clayton Wealth Partners as a financial planner. Kathleen earned a BSBA in Statistics from the University of Denver, where she competed on a varsity swimming scholarship. Her early professional journey took her from roles at Lucent Technologies and Avaya Communications to a unique chapter as a scuba diving instructor on the island of Kauai—an experience that taught her to guide people through challenging situations with calmness and clarity.

Beyond her professional achievements, Kathleen is a passionate community advocate. She currently serves on the Board of Trustees for the Topeka Collegiate School and has previously served on the boards of the YWCA of Northeast Kansas, Topeka Civic Theatre, the Downtown Rotary Club of Topeka, and as President of the Board of ARTSConnect. She was part of the 2009 Leadership Greater Topeka class and was named one of Topeka’s Top 20 Under 40 in 2011. In 2017, she and her husband were named Rising Leaders of Downtown Topeka, and in 2018 she was honored as a Woman of Excellence by the YWCA of Topeka.

“We are thrilled to welcome Kathleen to the Endeavor Private Wealth team,” said Chris McGee, Managing Partner at Endeavor Private Wealth. “She brings not only a wealth of expertise in complex financial planning but also a deep commitment to the values and relationships that matter most to our clients.”

A fiduciary in financial planning and investment services, Endeavor Private Wealth helps their clients build, manage, protect, and transition wealth. Services include retirement planning, liability management, risk management, estate planning strategies, tax efficient investing, education funding, and philanthropy.

Kathleen and her husband, David—an architect—live in Topeka with their three children and their Bernedoodle. They enjoy traveling, scuba diving, camping, and taking part in community events across the region.