Kaitlin joined Sequoia Wealth Advisors in February of 2017. She comes from an extensive customer service background, including management experience and work as an office assistant. Kaitlin assists the advisors with account opening, transfers and other responsibilities that contribute to improving the client experience. She is also in charge of planning Sequoia’s social events.
Kaitlin attended UCSC for Mathematics and she still lives in Santa Cruz, where she enjoys volunteering at the animal shelter, trips to the beach, reading, and cycling.