Katelynn Toth, CFP®
Associate Financial Advisor
Katelynn joined the team as an intern in January of 2020, and transitioned to a full time position in December of 2021. The opportunity to connect clients from all walks of life to their financial goals, and hearing stories about her clients’ travels is her favorite part about her work.
As a lifelong Alaskan and an active member of the local equestrian community, she serves on several non-profit boards. Those are the Anchorage Horse Council board as treasurer, and on the United States Hunter Jumper Association Zone 12 Committee. It is near guaranteed to see her volunteering or riding at shows during the summer. She also serves as the Executive Director of the Anchorage Estate Planning Council. In this role, she helps connect members from different backgrounds and promotes cross training between the many types of professionals involved in estate planning.
She loves to travel and aspires to explore each continent thoroughly – her current favorite being South America. When she’s not on a horse or an airplane, she enjoys hiking, mountain biking, and exploring all that Alaska has to offer with friends and family.