As our Client Care Specialist, Katelynn assists our firm in caring for our clients with scheduling new client appointments, follow-up calls, keeping track of time sensitive issues, investment trading follow-up and attention to all our client’s needs as they arise. She also helps our firm by coordinating marketing strategies regarding our social media presence, client promotional events and bringing awareness to our clients about any investment market trends or updates. Katelynn’s kind nature allows her to be great with helping build client relationships that are so vital to our firm’s passion in assisting our clients and our community. Her attention to detail, passion for serving others and loyalty makes her a great addition to our firm’s goal of helping people make smart choices today to pursue a brighter financial future. Katelynn loves spending time at the lake with her family, attending church events, and playing with her nephews.