Kaitlyn graduated from Duquesne University's Mylan School of Pharmacy with a Doctor in Pharmacy degree and a concentration in management and pharmacoeconomics. In the years following graduation, Kaitlyn worked as a clinical advisor, where she recommended cost saving strategies to health plans.
Recognizing the lack of resources available to help medical professionals manage their unique financial situations and wanting to help people on an individual basis, she decided to change careers and follow in her father's footsteps.
Kaitlyn is passionate about helping others learn how to plan for the future and take steps designed to protect and accumulate wealth. Her experience with medical professionals and extensive Medicare and commercial health plan knowledge enhance our services for all of our clients.
Kaitlyn is fully licensed and is a Certified Financial Planner™, a prestigious credential given to professionals who have met rigorous requirements of competency in all areas of financial planning. She belongs to the Financial Planning Association, and has earned her FINRA Series 7 General Securities, Series 66 and Life, Accident, and Health certifications.
An avid runner, Kaitlyn has completed several marathons and dozens of half-marathons. In addition to exploring the local trails with her husband, two daughters, and their Goldendoodle, Myron (named after the Pittsburgh legend), Kaitlyn reads the Harvard Business Review, listens to Snacks Daily Podcast, enjoys volunteering at the Ronald McDonald House, and hosts widely-attended personal finance seminars at local universities to prepare young adults to handle their finances following graduation.
Connect with Kaitlyn on her Instagram, @WhiteCoatWealthAdvisor for educational posts and content.