Meet Kaitlynn Lopez
Kaitlynn is committed to assisting clients and the team in a positive and friendly manner. Kaitlynn started her client services career at a luxury car dealership before joining the financial services industry in 2022. Outside of the office, Kaitlynn enjoys spending time with her husband, family and her fur babies.
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Investment Management
Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes
September 23, 2026