Specializing in estate planning and private wealth services, Mrs. Rogatz has experience collecting, reviewing, and synthesizing her clients’ personal wealth data, estate plans, and corporate documents to advise on business succession and legacy planning. She is also experienced in analyzing financial data, wealth transfer strategies, and estate documents to design comprehensive wealth plans while integrating wealth management, transfer strategies, and tax efficiency goals.

Mrs. Rogatz earned her J.D. from Case Western Reserve University School of Law, graduating on the Dean’s List. While in law school, Mrs. Rogatz served as the VP of Diversity and Inclusion on the Graduate Student Council and was the Executive Operations Editor for the Journal of Law, Technology, and the Internet. She also holds a B.S. in Business Administration from Babson College, where she graduated cum laude. Mrs. Rogatz is a member of the Illinois Bar.