Broker Check

Kaitlyn Plourde

Chief Operating Officer

Kaitlyn is a graduate of the University of California, Los Angeles. From an operations standpoint, she ensures the office is running at optimum efficiency in manners relative to technology, marketing, planning and administration so we can always serve our clients with excellence. Kaitlyn prepares, in professional and high quality format, insurance and investment reviews, retirement and financial independence analyses, and recommendation and proposal packets presented to clients.