Kaitlin’s passion for our clients’ well-being and their ongoing care is apparent in all she does. She resolutely believes that client relationships and service are prized and at the center of her career in the wealth management industry. As Kaitlin once stated, “The most rewarding piece of this business is getting to know each client and their family so well, and then helping them to achieve their specific goals.”
Kaitlin began working in the financial services industry in 2014. After some time, she took on the entrepreneurial pursuit of establishing and growing a successful e-commerce business, that her brother and her still nurture “on the side.” Yearning to return to her calling in the financial industry, Kaitlin joined Oley Kinser Concierge Wealth as a Relationship Manager in early 2020.
Kaitlin is a graduate of the University of Oregon where she received a Bachelor of Science degree in Economics with a minor in Business Administration. She currently holds her Series 7, Series 66 and SIE Registration, further assisting the team to bolster clients’ financial planning and portfolio needs.
Hailing from Bend, Oregon, Kaitlin traded mountains for the beach and now resides in sunny Naples, Florida year-round. She enjoys hiking with her playful German Shepherd “Rae,” running, tennis, and spending time with her family.