Kathy Byrne
Principal
I love working with clients, just talking with people to find out what’s going on, where they want to go and learning about the challenges they are facing.
About
Kathy Byrne is a Principal at DHJJ Financial Advisors, where she works closely with individuals and families to help them make confident, thoughtful decisions about their financial lives. As both a CERTIFIED FINANCIAL PLANNER™ professional and CPA, Kathy brings together financial planning, investment management, retirement planning, and tax and estate considerations to help clients see how all the pieces of their financial lives fit together.
Kathy believes good financial advice starts with understanding the person behind the numbers. She takes the time to learn what matters most to her clients, what they are working toward, and what may be keeping them up at night. From preparing for retirement and navigating life transitions to helping families think through their wealth and the legacy they want to leave, Kathy provides practical guidance and helps make complicated decisions feel more manageable.
Clients value Kathy as a trusted resource they can turn to as their lives evolve. She enjoys being involved in both the big-picture planning and the everyday decisions that come up along the way. Her CPA background gives her a strong analytical and tax foundation, while her role as a financial advisor allows her to look beyond any one issue and consider what makes the most sense for the client as a whole. She also works closely with clients’ attorneys, accountants, and other professionals to help ensure their planning is coordinated and working toward the same goals.
Kathy earned both her Bachelor of Accounting and Master of Accounting degrees from Northern Illinois University. She especially enjoys the personal side of financial planning, building long-term relationships with clients and their families, and helping them feel informed, prepared, and confident about the decisions ahead.
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Kathy loves keeping up with her daughter, from cheering on her latest creative pursuit to getting pulled into the fun herself.
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Kathy loves getting lost in a good book and always has her next read lined up.
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A former ballerina, Kathy’s love of movement continues these days through Pilates and Yoga.
Latest Thinking & Research
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- Tax
- State and Local Tax
- Featured
Beyond Nexus: Why Multistate Sales Tax Compliance Requires a Broader Review
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What Business Decisions Create State Tax Problems? [Ask a DHJJ CPA Episode 9]
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What Is Financial Scenario Planning and Why Does It Matter?
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DHJJ Ranked No. 244 on the INSIDE Public Accounting Top 300 Firms List
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Strengthening Your Chart of Accounts for Clearer Financial Insights
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5 Tax Planning Opportunities High-Income Business Owners Should Evaluate in 2026
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When Should Business Owners Start Mid-Year Tax Planning? [Ask a DHJJ CPA Episode 8]
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