Ask The Expert: Katie Dunn Fitzgerald of Mariner Wealth Advisors

5700 W 112th St., Suite 200, Overland Park, KS | 913.647.9700 |

Mariner Wealth Advisors, a privately held national advisory firm founded in 2006, offers clients wealth management services designed to help them navigate their financial future. Our teams, including tax, estate planning and trust services, investment management and insurance, are under one roof, which provides clients with a coordinated, personalized experience. Our advisors are focused on partnering with clients for whatever life brings their way and are committed to always putting their interests first.

As a senior wealth consultant, Katie Dunn Fitzgerald helps business owners and senior-level executives formulate and implement financial plans, while actively volunteering in the Kansas City community.

Katie’s current community involvement includes serving the following organizations: the University of Kansas Health System, Greater Kansas City Community Foundation, the Foundation board for Johnson County Community College, the United Way of Greater Kansas City Tocqueville Society, BOTAR, multiple women’s causes and her children’s grade school.

Q: What is the most pressing topic you see clients needing to address right now?

A: With the ongoing personal and economic impact of the Covid-19 pandemic, clients who own small businesses are having to navigate a crisis that’s truly unprecedented. At Mariner Wealth Advisors, we’ve been really focusing on educating those clients about what their options may be in pursuing financing for their business as a result of the recent legislation passed and how those decisions will impact their personal financial plan. While we don’t know how this whole thing will end up, our objective is to make clients educated and updated on the legislation to help them make informed decisions for both the short- and long-term.

Q: Should I apply for the Paycheck Protection Program (PPP) or the Emergency Injury Disaster Loan?

A: In short, if you own a small business, even as a sole proprietor or as an independent contractor, I recommend that you seriously consider applying for these loans. The recent CARES Act authorized the Small Business Administration to provide Paycheck Protection Program loans to small businesses to cover payroll and other basic expenses. The added benefit of these loans is they can potentially be forgiven if certain rules are adhered to. The other option we’re recommending small business owners explore are Emergency Injury Disaster Loans. These already existed prior to the CARES Act but were expanded significantly to provide additional assistance. If you own a business, I highly recommend visiting for a more in-depth discussion of both of these loan options.

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