Advisor Development Specialist
Katlyn enjoys helping bring people together to learn something new and develop in their roles.
In her role, Katlyn organizes training and development opportunities for advisors and other firm associates through a variety of delivery methods: seminars, peer learning groups, webcasts and conferences.
Prior to her advisor development role, Katlyn served on the Client Service team, giving her insight into the challenges and opportunities that advisors face. She earned her bachelor’s degree from Eastern Illinois University in 2010 and now lives in O’Fallon, Illinois.