Kaitlin Kaveler has been part of our team since 2016 and serves as a key support resource for both our advisors and the clients we serve. With dual degrees in Financial Planning and Marketing & Advertising from Missouri State University, she brings a unique blend of analytical strength and clear, client-friendly communication that helps keep planning work organized and easy for clients to follow.
Kaitlin also holds her Life & Health insurance license, which allows her to assist the advisory team in coordinating insurance-related planning needs and ensuring clients receive timely support and follow-through as part of their broader financial plan.
In her role, Kaitlin is known for her attention to detail, reliability, and commitment to delivering an exceptional client experience. She approaches each interaction with professionalism and care, helping ensure clients feel informed, supported, and confident in their planning decisions.
A native of St. Louis, Kaitlin brings that same dedication and enthusiasm to her life outside the office. She is an avid fan of the St. Louis Cardinals and St. Louis Blues, rarely missing an opportunity to cheer on her hometown teams. When she isn’t following the latest game, Kaitlin enjoys spending quality time with her family and keeping up with her energetic nieces and nephews.