Meet Kaitlyn


As a Private Wealth Advisor, Kaitlyn feels grateful to work with a team that shares her passion in providing sound advice to clients. Utilizing a holistic wealth management approach, she assists clients in identifying financial goals and establishing investment strategies that align with their objectives. Kaitlyn strategically considers the asset allocation, income tax impact, and risk management needs of her clients.

A graduate of the W.P. Carey School of Business at Arizona State University with a degree in finance and a certificate in International Business, Kaitlyn has more than a decade of experience in providing comprehensive wealth management solutions to clients. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Kaitlyn and her husband Max (both previously D1 athletes) live an active lifestyle and support multiple nonprofits and charitable organizations focused on helping underprivileged children, such as A New Leaf and the Diaper Bank of Central Arizona. Kaitlyn and Max enjoy spending time outdoors and traveling with their son, Landon.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.


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