Meet Katelyn
Customer service is one of Katelyn’s top priorities, and she strives to build connections and good relationships with each of her clients.
Katelyn earned her Bachelor of Fine Arts degree from Centenary University, where she held a senior thesis exhibition displaying her work to the public. She joined the financial services industry in 2015 and has earned the Series 99: Operations Professional designation.
Outside the office, Katelyn likes going for walks and exploring new areas with her husband, son, and dog. She has a new addition on the way who she is excited to include in these family outings. When she’s not hanging out with her family, Katelyn is likely reading a crime novel, listening to a podcast, baking, or editing photos from her travels.
