About Kittye
Kittye provides analytical and operational support and technical services to a team of wealth advisors through all stages of the wealth management process. She is responsible for the systematization and automation of financial planning processes, client reporting, and other general financial planning services and initiatives.
When not in the office, Kittye loves being outdoors, enjoying cultural activities, and spending time with her son.
Education and Professional Milestones
- Oklahoma State University – bachelor’s degree in biochemistry
- University of Denver – master of business administration
- Has also held a financial services role at Jones Barclay Boston
- Also held a position at the Denver Newspaper Agency
Kittye provides analytical and operational support and technical services to a team of wealth advisors through all stages of the wealth management process. She is responsible for the systematization and automation of financial planning processes, client reporting, and other general financial planning services and initiatives.
When not in the office, Kittye loves being outdoors, enjoying cultural activities, and spending time with her son.
Education and Professional Milestones
- Oklahoma State University – bachelor’s degree in biochemistry
- University of Denver – master of business administration
- Has also held a financial services role at Jones Barclay Boston
- Also held a position at the Denver Newspaper Agency