Kaitlyn is the Client Services Administrator and Operations Manager at Foundation Wealth Management, LLC, ensuring that clients receive seamless, efficient service while also managing the firm’s back-office operations. Inspired by her mother’s passion for personal finance, Kaitlyn eagerly embraced the opportunity to join the firm, where she plays a crucial role in helping clients enjoy a stress-free retirement by handling account openings, fund transfers, and other service needs.

Clients often experience Kaitlyn’s professionalism and warm demeanor first when reaching out to the firm. She combines attention to detail and strong organizational skills to ensure every client interaction is smooth and positive. She takes great pride in seeing clients come for the expertise but stay for the personal connection that defines Foundation Wealth Management.

Kaitlyn holds the Financial Paraplanner Qualified Professional (FPQP™) designation, earned through The College of Financial Planning, demonstrating her commitment to client support and financial services excellence.

Originally from southern New Jersey, Kaitlyn now lives in Collingswood, staying close to her family. Outside of work, she enjoys discovering new restaurants and unwinding with a good book.