Katelyn joined the team as a summer intern in 2022 and returned in 2025 as a Client Assistant. A Louisville native and graduate of Assumption High School, she continued her academic and athletic career at Tennessee Technological University, where she was a collegiate soccer player and earned a bachelor’s degree in Finance as well as a Master of Business Administration. She currently holds the FINRA Series 7 license.
In her role, Katelyn supports the team by coordinating client review meetings and assisting with financial planning and day-to-day operational needs. Outside of work, she enjoys spending time with her husband, Tanner, relaxing at Nolin Lake, and exploring local coffee shops around Louisville.