Kaitlyn is a CFP® professional who plays a central role in delivering comprehensive financial planning for clients. She leads the development of full financial plans, bringing together retirement analysis, insurance planning, and investment guidance to help clients make confident, well-informed decisions.

With over nine years of experience working alongside Ira, Kaitlyn is a valued resource known for her depth of knowledge in the insurance space and her ability to translate complex planning concepts into clear, actionable recommendations. In addition to leading the firm’s insurance planning efforts, she collaborates closely with the investment team to ensure each client’s strategy is aligned and thoughtfully executed.