Kaitlin holds the Financial Paraplanner Qualified Professional™ designation and a Series 65 license. She brings a strong foundation in financial planning and regulatory knowledge to support the financial planning process. Kaitlin is dedicated to ensuring clients receive attentive, well-informed service, while fostering clear communication and smooth collaboration within the team to ensure a seamless and positive experience throughout each client’s financial journey.
Kaitlin also works alongside the Chief Compliance Officer to help maintain adherence to regulatory standards and support firm-wide compliance efforts.