Katelyn is dedicated to helping clients achieve financial confidence through strategic, personalized planning. With a strong focus on building lasting relationships, she prioritizes integrity, trust, and attentiveness in guiding clients toward their long-term financial goals.

Katelyn joined Raymond James in 2024, drawn by the firm’s client-focused culture and commitment to advisor independence. She values the emphasis on long-term relationships over short-term gains, allowing her to provide tailored financial advice while upholding the highest standards of service.

A proud alumna of the University of Alabama, Katelyn earned a Bachelor of Science in Commerce and Business Administration with a minor in Finance. During her time at Alabama, she served as captain of the university’s equestrian team, demonstrating her leadership, discipline, and commitment to excellence—qualities she brings to her work in wealth management.

Originally from Bloomfield Hills, MI, Katelyn attended Detroit Country Day School before heading to Alabama as a student athlete. She has since returned home and continues to be actively involved in her community. An avid equestrian, she remains passionate about the sport and enjoys staying connected to the equestrian community.

Whether working with individuals, families, or businesses, she is committed to empowering clients with the knowledge and strategies they need to navigate their financial future with confidence.