Katelyn is a valuable member of our investment team and provides operational support on clients semi-annual reports, onboarding client accounts to our custodian Fidelity, data management projects and scheduling & welcoming clients into our office.

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She has a background in customer service and public relations and graduated from Huntington University in 2014 with a Bachelor's degree in Psychology.  Additionally, she is a commissioned Notary Public.  Katelyn also works with the tax & accounting firm Post & Miller, Inc. providing support role efficiencies to our many clients of both firms.

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Katelyn was born and raised in Auburn, Indiana.  She currently resides in Waterloo with her husband, Michael, and their two children, Henry & Rosalyn.  They have two dogs, a Golden Retriever, Hoss, and a Bernedoodle, Winnie.  Outside of the office, Katelyn enjoys time with her family & friends and is a skilled hobby woodworker and is an avid board game aficionado.