Kaitlin is an advisor specializing in personal financial planning, investment advisory services, retirement planning, insurance analysis, estate planning, and education planning. She has been providing personal financial planning to clients for more than five years. Kaitlin is a native of Moscow, where she lives with her husband. They welcomed a new son in October 2017.
Kaitlin received a Bachelor of Arts in Speech Communications from Whitworth University and a Master of Science in Family Financial Planning from Montana State University. She is a Certified Financial Planning Professional®, registered with the state of Idaho, and completed her NASD Series 65 Uniform Investment Advisor Law Examination in 2014.