Director of Operations
Katelyn was born in Brunswick, Maine, and is a graduate of San Jose State University. She is known for her client-first mentality and excellent customer service. Katelyn works directly with clients to gather and organize financial planning data, which is instrumental to the development and review of their financial plans. She is also responsible for designing and implementing systems to ensure that operations run smoothly. Katelyn is an avid Bay Area sports fan and enjoys spending time with her husband and their dog, Lucy.