Katelyn Whitcroft

Katelyn is a dedicated financial services professional with a strong background in operations and compliance. She graduated from Centenary University with a Bachelor of Fine Arts degree and began her career in the industry in 2015 as a receptionist at a broker-dealer. Through hard work and commitment, she transitioned into the compliance department and obtained her Series 99: Operations Professional license in 2016.

In her current role, Katelyn provides essential administrative support to advisors, processes distributions and contributions, and assists clients with paperwork and account-related inquiries. She takes pride in delivering efficient and attentive service to both clients and colleagues.

Outside of work, Katelyn enjoys spending time exploring with her son, husband, and dog. She has a passion for travel, whether it’s road-tripping across the U.S. or visiting destinations in Europe. She also loves reading, listening to true crime podcasts, and interior decorating.