Katelyn Wobrock has worked in the Financial Services Industry since 2018 and has held a variety of positions, from Operations Assistant to Admin Solutions Consultant to Client Services Associate. During this time, she has most enjoyed building relationships with clients and partnering with Financial Advisors to help them meet the needs of clients by using the knowledge, experience, and resources she has worked to obtain.
Katelyn is from the Central Coast of California but enjoys traveling in her free time, especially to the East Coast and visiting National Parks. She has a Bachelor of Interdisciplinary Studies with an Emphasis in Humanities and Minor in Psychology. In her free time, she enjoys cooking and baking, photography, reading, and finding her next favorite restaurant.