A culture of service From a collaborative, family team
Katelyn helps put the pieces of the financial picture together for clients, by compiling and analyzing data to create our custom reporting, and she supports the financial advisory team at every step of the planning process. She works closely with Kate and Jeff to help ensure our clients have the best possible experience.
She is a graduate of the University of Colorado at Boulder with a B.S. in Finance. Katelyn is a Certified Financial Planner™ professional and holds her health and life insurance license. Originally from Denver, Colorado, she arrived in Pennsylvania to join the Kooman team with her fiancé, Nate and her puppy, George. Katelyn lives in Bedford.
In her free time, Katelyn likes to discover new restaurants, hike and travel.