One of my favorite aspects of this industry is the ability to guide clients holistically in achieving their financial goals while striving to create meaningful relationships.
Kaylin is beginning her career with Schneider Downs Wealth Management Advisors. Prior to joining SDWMA, she developed skills in supporting advisors and assisting clients at two other RIAs. Additionally, Kaylin volunteered in the STAR (Supervision to Aid Reentry) program, in which she provided pro-bono financial advice and education as part of a rehabilitation program for those recently released from federal prison.
Located in our Pittsburgh office, Kaylin works closely with Wealth Managers throughout the financial advisory process. As a Wealth Analyst, she is responsible for creating meeting materials, collaborating on financial plans, executing trades, and preparing client reports.
Outside of the office, you can find her spending time with family and friends, playing board games, spending hours putting together puzzles, and baking.
eMoney Fundamentals Certification
Bloomberg Market Concepts Certification
B.S. in Finance & Financial Planning, Temple University
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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