Katelyn’s Story
Katelyn is a financial advisor at Commas, dedicated to helping her clients achieve financial security through personalized plans tailored to their unique goals. She focuses on building strong relationships with her clients, working alongside them to navigate the complexities of their financial lives.
Katelyn began her career in high-net-worth wealth management, but soon discovered her true passion for assisting the “everyday” investor. Motivated by the desire to help those like her friends, family, and peers, she sought an approach that didn’t require asset minimums, allowing her to make a meaningful impact without barriers.
Outside of work, Katelyn enjoys traveling, trying new restaurants, reading, and staying active!
