Katelynn Wiley

Financial Advisor
Katelynn Wiley smiling happily

How I’m expanding what’s possible with money

The most satisfying part of financial security is the room it creates to put resources towards the world you want to see. A while ago, I started putting aside a set percent of my income for personal education, mutual aid, and giving to organizations doing grassroots social justice work. It’s my favorite budget item because it means always being able to say yes. I want to help my clients experience the same freedom.

Outside of work, my passions include

I love weekend trips with my partner in our camper van. I’m a podcast listener (mostly news, true crime, and other well-told true stories) and a big reader (mostly sci-fi and fantasy). I love spending time with family and playing with my young nieces and nephew. In the last week of August, you can find me in Black Rock City climbing on art.

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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