Experience

Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University of South Carolina.

A CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant®, Kevin holds Series 7, 8, 63 and 65 securities licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses. He maintains active membership in the Financial Planning Association of Georgia; Academy of Special Needs Planners; Atlanta and North Georgia Estate Planning Councils; Georgia Planned Giving Council; Georgia Society of Association Executives; and Association of Fundraising Professionals. He is a graduate of the Philanthropic Advisor Leadership Institute (PALI). Kevin volunteers as an American Cancer Society National Professional Advisor, Children's Healthcare of Atlanta Legacy Advisor and as a mentor to transitioning veterans with American Corporate Partners.

An avid fly fisherman, Kevin holds several International Game Fish Association (IGFA) world records. While active in Trout Unlimited, he has served in numerous leadership roles including the Chairman of the Georgia Council of Trout Unlimited’s Back-the-Brookie Program and President of the Upper Chattahoochee Chapter of Trout Unlimited. Kevin has been honored with several sporting and conservation awards, including being named a Field & Stream Magazine Hero of Conservation. He is also an International Federation of Fly Fishers Certified Fly Casting Instructor.

Kevin and his wife reside in Roswell, GA. They have been married 35 years.

Katie Bachmann provides financial planning, investment research and relationship management support to McGrath Consulting. A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Special Needs Consultant®, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses.

Dedicated to professional proficiency, Katie is a member of Financial Planning Association of Georgia; Academy of Special Needs Planners; Georgia Planned Giving Council; and Association of Fundraising Professionals. She volunteers as an American Cancer Society National Professional Advisor and Children's Healthcare of Atlanta Legacy Advisor. Katie also serves on the Young Alumni Board for the College of Business at Georgia Southern University.

Katie is a summa cum laude graduate of Georgia Southern University where she earned a degree in Business Administration and was named the Top Marketing Scholar. While at Georgia Southern University, she was a member of the Pi Chi Panhellenic Council and a leader of the Zeta Tau Alpha Fraternity.

She and her husband reside in Dunwoody, GA.