Katelyn joined Barlow Capital Advisors in 2019 as a Registered Client Service Associate. Originally from Flower Mound, she graduated from Flower Mound High School and earned a double major in Accounting and Finance from the University of Arkansas. After college, she moved back to DFW and earned her Series 7, 63 and 65 licenses.
Prior to joining BCA, Katelyn worked as a Business Development Specialist at UBS Financial Services and a High Net Worth Financial Representative at Fidelity Investments. Katelyn’s primary focus is maintaining and monitoring client investment plans.
Katelyn now lives in Flower Mound with her husband, Mike, their daughter, Kaia, and their 3 dogs. In her free time she enjoys hiking, reading and spending time with her family.