Kaitlin’s journey to assistant advisor began in 2014 when she submitted her resume to S&H on the University of Georgia’s job search site. This proud UGA alumni explains, “I’ve always been interested in my personal finances, but I never thought about taking that interest and making a career out of it until I interviewed at S&H.” Fast forward to 2018 and she is now nearing the end of her Certified Financial Planning coursework.
In addition to working as an assistant advisor, she works directly with clients by performing a number of administrative responsibilities such as setting up accounts, general maintenance of accounts, and answering client’s questions. She is also the liaison between the firm and their custodians.
Kaitlin is well suited for her duties at the firm and her attention to detail runs deep in her veins. When asked what she would do if she didn’t choose this career path, “I would love to be a professional home organizer.” She continues, “Starting at a young age I would straighten up items on grocery store shelves or separate my toys in different bins according to my own organizational structure. I am constantly trying to make everything in my life more effective and efficient.”
On a typical, warm weekend you will find her checking out a local festival, jogging on the Atlanta Beltline, or exploring trails throughout the city. She adds that “Atlanta is making a lot of progress and I love hanging out with my husband and friends at new trendy spots and restaurants.”
Beyond local activities, “I also love to travel to new places and immerse myself in different cultures. I try to travel at least 2 new places a year.” Kaitlin is also a newlywed as of 2017 and currently lives in Vinings.
The University of Georgia, 2013, Bachelor of Business Administration in Management
Currently enrolled in the CFP® Program
Passion City Church
Born & Raised
Born in Red Lodge, Montana
Raised in Chickamauga, GA (a small northwest Georgia town just south of Chattanooga, Tennessee.)
OHIO – Only Handle It Once. It means when you have something to do – spend the time and effort to complete it from start to finish all at one time and then you never have to worry about it again.
Her family has a published Awkward Family Photo that was sold at Target on birthday cards, coloring books, and calendars. (See pic)