As Associate Advisor, Kaitlyn works closely with Kathy on financial planning and investment management activities that are part of our custom wealth management process. She specializes in issues that impact young professionals such as budgeting, starting to save for retirement, and college education funds for children. She enjoys helping people manage their financial lives so they can feel more secure and confident about their future.
Kaitlyn has been a part of Kathy’s practice for over ten years. She has been in the financial services industry for all of her career including working at the Securities America home office. Kaitlyn is a CERTIFIED FINANCIAL PLANNER™ and has an MBA from the University of Nebraska-Omaha. She lives in Draper with her husband, Brandon and son, Carter.
- CFP® professional
- MBA-Master of Business Administration from the University of Nebraska-Omaha
- Bachelor of Arts-University of Arizona
- Series 7, 65, 63 securities licenses
- Life Insurance License-State of Utah
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.