Donaldson Capital Management, a wealth management and advisory firm with over $3B in assets under management, has announced the appointment of Kate Doerksen to the company’s Board of Directors. Doerksen is a successful entrepreneur with a passion for building technology businesses. She is a native of Evansville, Indiana, and currently lives in Danville, California.
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Kate Doerksen, Co-Founder of Sage Haven (Photo: Business Wire)
“Kate has been recognized throughout her career for both her strategic vision and skill as an operator," said Sarah Moore, CEO & President. "Kate comes to us with deep experience in strategic planning and technology, which will be invaluable as we pursue our mission to grow with the client as our focus.”
Doerksen has a track record as a founder of successful companies. During her undergraduate years, Doerksen launched Hoopla, an online marketplace for college basketball recruiting that matched coaches and high school student athletes. As a Division 1 women’s basketball standout, she won a host of awards and pursued a brief stint with the Connecticut Sun. After retiring from basketball, Doerksen served as an investment banking analyst at Citi and later, a private equity investor at Wind Point Partners, before returning to business school at Stanford where she earned her MBA.
During her time at Stanford, Doerksen cofounded Ditto, a global leader in virtual try-on and AI recommendation technology in the vision industry. Their technology allowed eyewear to be more easily sold online, enabling a drastic reduction in the price of eyeglasses for Ditto’s 70M users. Most recently, in 2023, Doerksen co-founded Sage Haven, with the mission of creating a world where kids have a healthier relationship to technology and each other. In Q2 2025, Sage Haven is launching their first technology solution, a safer messaging app for kids with AI-powered safety tools for parents.
Kate Doerksen joins the DCM board that is comprised of the following directors:
- Mike Hull, Chairman of the Board
- Sarah Moore, CEO & President
- Greg Donaldson, Founder
- Steve Nichols
- Sharon Reed-Walker
- Rick Roop
- Drew Runion
- Marvin Wright, Senior Investment Advisor
- Randy Alsman, Senior Investment Advisor
- Joe Zabratanski, Senior Investment Advisor & Chief Investment Officer
About Donaldson Capital Management
Recognized as one of the nation’s top independent investment advisors, Donaldson Capital Management takes pride in celebrating 30 years dedicated to crafting investment strategies, coupled with thoughtful financial guidance for individuals, foundations, and retirement plans that need dependable and growing income.
This communication was prepared by Donaldson Capital Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
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Contacts
Contact DCM:
Sarah Moore
812.402.7292
smoore@dcmol.com