Katelyn joined the team as a summer intern in 2022 and returned in 2025 as a Client Specialist. 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. She earned both a Bachelor’s degree in Finance and a Master of Business Administration. Katelyn also holds the FINRA Series 7 and Series 66 licenses.
In her role, Katelyn works closely with Sean and Mac to implement financial plans, manage client data, and ensure accuracy across planning tools and documentation. She plays an integral part in keeping team operations running smoothly by coordinating scheduling, managing follow-ups, and supporting internal processes that allow the team to remain efficient and focused on delivering a high level of service.
Outside of work, Katelyn enjoys spending time with her husband, Tanner, relaxing at Nolin Lake, and exploring local coffee shops around Louisville.