Katelyn Spangler serves as an Associate Wealth Manager. She works closely with clients to create financial plans that meet their unique goals. Katelyn is the primary point of contact for high-net-worth clients and helps prepare for and navigate the unexpected setbacks in life and is committed to instilling confidence into our clients about their financial future. Through her passion of providing personalized customer service, Katelyn is able to dive deep into cash-flow planning and ask the questions clients may have overlooked when thinking holistically about wealth management. Katelyn holds a bachelor’s in business management from Linfield College. She is a Certified Financial Planner an