In her role as an RIA Consultant for Palladium Group, Kaitlyn collaborates with advisors and financial planners in the Registered Investment Advisory space to provide consultative, outcome-based insurance solutions. Through innovation and expertise, Kaitlyn analyzes existing portfolios and identifies opportunities to improve client outcomes based on their unique needs. Kaitlyn’s fiduciary-focused vision is to provide transparent solutions that give clients the peace of mind they crave, so they can thrive throughout every phase of life.
Kaitlyn graduated from Taylor University in Indiana with a bachelor’s degree in social work. Prior to joining Palladium Group, Kaitlyn was a Retirement Income Specialist and Case Designer at Ash Brokerage. Within these roles, she educated advisors and equipped them with the necessary tools to secure safe accumulation and guaranteed lifetime income solutions for their retiring clients.
Kaitlyn holds her Life & Health Insurance License, FINRA Series 7, Retirement Income Certified Professional designation, and National Social Security Advisor certification. She is also the co-founder of Face the Fear, an educational platform and podcast that empowers millennials to take control of their financial futures.
Currently, Kaitlyn resides in Royal Oak, Michigan with her fiancé, Carlos, and grey tabby cat, Lunar. Together, Carlos and Kaitlyn enjoy being active outdoors and taking advantage of the beautiful Michigan seasons by running, biking, hiking, and skiing whenever possible. They also love to travel within the United States and beyond, most often spending time in Colombia, South America with Carlos’s family.