How does Katelyn Use Commas?
- Planning for a destination wedding in Costa Rica
- Purchasing a home
- Traveling internationally every year
- Staying on track to be financially secure in retirement
Katelyn serves as a Financial Advisor at Commas, where her goal is to make her clients feel financially secure by creating personalized financial plans based on their goals. She prides herself in developing client relationships that feel like friendships and teaming up with clients to work through the “puzzle pieces” of their financial lives. After all, each client has their own unique situations and challenges!
Katelyn started her career in the high-net-worth wealth management industry where she quickly realized her passion for helping the ”everyday” investor. She sought a different approach to help people (like her friends, family and peers) without worrying about asset minimums.
When not spending her time in the office, Katelyn likes to travel and try out new bars and restaurants. She also stays active as a CrossFit enthusiast and enjoys hiking with her dog, George.