Client Advisory


Katelynn is an Associate in the Louisville office where she is a member of the Wealth Management team. She plays a pivotal role in ensuring seamless communication and support between clients and their advisory teams. She specializes in developing client relationships as well as preparing and processing requests for advisors to prepare forms and reports for client meetings.

Prior to joining Cerity Partners, Katelynn served as an Account Manager at ARGI Financial Group where she served multiple advising teams with a keen focus on client satisfaction and operational efficiency.

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