As a former Division I college golfer, Katelyn brings the same discipline and drive toward excellence that propelled her on the golf course to her financial planning work with physicians. Her commitment to precision and strategic planning, honed through years of competitive sports, ensures that each client receives tailored financial guidance and dedicated support. Physicians often present complex challenges to their advisor, and Katelyn thrives in the challenge of crafting strategic solutions, ultimately making a meaningful difference in their lives.

Katelyn attended Belmont University where she graduated with her Bachelors in Business Administration with a double major in Finance & Marketing. Katelyn holds her Series 7, Series 63, and Series 65 registrations, her life and health insurance licenses, and spent time at Taylor Wealth Solutions, Northwestern Mutual, and TD Ameritrade before joining the team at Vestia.  

Outside the office, you are likely to find Katelyn spending time with her friends and family – likely on the golf course, playing pickleball, or out on a walk.