Katelyn is an Associate Financial Advisor with The Duffy Group. In this role she focuses on comprehensive financial planning for The Duffy Group's multi-generational client base.
Katelyn graduated from the University of Arizona with a Bachelor of Science in Business Administration degree, majoring in marketing. After college she worked on the Marketing and Communications team at an investment management firm in Milwaukee, Wisconsin, returning home to Arizona to work for Baird.
Katelyn holds her Series 7 and 66 licenses, as well as her CERTIFIED FINANCIAL PLANNER™ Certification. In her free time, Katelyn enjoys spending time with her family, friends, and dog, being active, and traveling.