Katelyn is a senior member of the Client Relations Team, where she is responsible for managing and coaching a team of client relations representatives while overseeing account administration and supporting the Wealth Advisory and Investment Teams.
Before joining the firm she served as an associate with a local investment management firm. A graduate of Ohio University, she earned her bachelor’s degree in education.
Katelyn lives in downtown Columbus and enjoys spending time with her family, friends and dog.
After obtaining my degree in Early Childhood Education from Ohio University, I expected to pursue a career as a teacher. However, I was unexpectedly presented with an opportunity to step into a position at a local investment advisory firm and I’ve been in the industry ever since. I’ve always been passionate about helping others––whether that be children or clients.