Kaitlin provides administrative and client service support for Wealth Advisors and has been with the firm since 2010. She ensures that business operations run smoothly by providing support for office management, billing and account management, as well as marketing assistance.
Kaitlin received a bachelor’s degree in Economics from Pepperdine University and enjoys managing an equine business together with her husband Tim Kaiser. She is a new mother to her daughter Madison and enjoys playing golf and keeping up with economic trends.