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Kaylynn serves as a wealth manager, working directly with
clients to understand their financial, investment, insurance,
tax and estate planning needs and customize a plan to help them
achieve their goals. Kaylynn has over 10 years of financial
planning experience. Prior to joining Creative Planning, Kaylynn
worked for Fidelity Investments as an Account Executive managing
a practice with over $240 million in assets. While at Fidelity
Investments, she was recognized with the prestigious President's
Circle award. Kaylynn was also awarded the Chairman's Award and
various other Leadership Awards while at Fidelity. She also
served on the Midwest Leadership Team to help with mentorship
programs and training initiatives.
Kaylynn received a Bachelor of Science degree in Finance from
the University of Utah and is currently working towards her
CERTIFIED FINANCIAL PLANNER ™ designation.
Kaylynn is married to Mike and they have two sons. In her
spare time she enjoys reading, baking, the outdoors, staying
active in her church and spending time with family and friends. |
