Financial Planner/ Relationship Manager
As a Financial Planner and Relationship Manager at Kendall Capital, Katelyn is committed to utilizing her background in behavioral finance to cultivate an integrated financial planning approach, in which behavioral coaching elements are blended with traditional wealth management expertise to help our clients lead healthier financial lives. As a holistic CFP® professional, her goal is to not only help clients cross financial goal posts, but also to aid them in finding true peace and comfort in their personal relationship with money.
An unorthodox convert to the field of financial planning, Katelyn graduated from James Madison University with a BA in Theatre & Dance and History in 2009. She later went on to secure her Master of Business Administration from Averett University and a Graduate Certificate in Financial Planning from Northwestern University. Currently, she is pursuing certification as a Financial Behavior Specialist® through the Financial Psychology Institute and Creighton University’s Heider College of Business. As a public speaker, Katelyn has had the opportunity to present at several national industry conferences and has appeared as a guest on The W Pulse podcast.
Outside the office, Katelyn, a resident of Leesburg, serves on Loudoun County’s Disability Services Board, helping to promote inclusivity and accessibility for differently-abled individuals throughout her community. An avid cat lover with two extremely spoiled felines of her own, she also volunteers with The Feline Foundation of Greater Washington as an adoption coordinator.