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Kaitlin has been working in the financial services industry since 2013. She joined STA Wealth Management in December 2019. Prior to STA, Kaitlin was a Registered Associate and Business Service Manager with Morgan Stanley where she focused on building and maintaining client relationships.
Kaitlin assists with day-to-day administrative operations and the relationship management process. She provides additional support to the advisors to ensure clients receive superior service. Kaitlin graduated from the University of Wyoming with a bachelor’s degree in finance and a minor in banking and financial services.
Kaitlin and her husband, Blake, enjoy traveling and spending time with family and friends.