Kaitlyn Williamson
Operations Associate

As the Operations Associate, Kaitlyn assists with overall office operations, such as internal accounting, financial management, benefits administration, HR functions, and marketing.

Years of Experience
1
Education/Licenses

Bachelor of Science, Finance

Master of Business Administration From Louisiana State University

Community Involvement

1. What does Financial Confidence mean to you?

To me, financial confidence means living a life of security, fulfillment, and freedom, allowing me to embrace opportunities and enjoy experiences without worrying about money.

2. What inspires you about the work you do?

I'm inspired by supporting clients in pursuing their financial goals and trying to secure their future, knowing that our efforts can directly contribute to their sense of security and quality of life.

3. Bucket list item?

Go on a wildlife safari in Africa!