Financial Planning Services Associate
Kaitlin joined Element in September 2015. As financial planning services associate, she tends to all the details necessary to prepare and implement Element clients’ financial plans. As an associate, she supports our team through investment management, reporting, and compiling comprehensive portfolio reviews. Kaitlin also prepares financial models and financial planning advice under the supervision of our managing partners.
In addition, Kaitlin is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation, which she will complete in spring 2018. Individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
Originally from Northeast Ohio, Kaitlin moved to New York in 2005 and received her undergraduate degree from New York University, graduating with honors in English and American Literature. She is an active member in the Financial Planning Association of New York. She also enjoys attending movie screenings and film festivals with her husband George.