Broker Check
 
Kaitlin Wysopal

Kaitlin Wysopal

Financial Planning Assistant

Kaitlin joined Horizon Wealth Management in 2013 as an Operations Associate.  After gaining tremendous experience in the industry by working closely with individual clients, she migrated into the role of Financial Planning Assistant.  She assists in the construction of tailored Financial Plans while being the liaison between the clients and their other professionals (CPA’s and attorneys) in order to create the most impactful plan possible.

She also works directly with Ryan in creating individualized planning strategies that focus on college, retirement, major purchase, asset protection and taxes/estates.