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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.
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!