Kaylynn serves as a Partner and Private Wealth Manager, working directly with clients to understand their financial, investment, insurance, tax and estate planning needs and customize a plan to help them achieve their goals.
Kaylynn has over 19 years of financial planning experience. Prior to joining Creative Planning, she worked for one of the nation’s largest financial services companies. While there, Kaylynn was recognized with the prestigious President’s Circle award. She was also awarded the Chairman's Award and various other Leadership Awards. In addition, she served on the Midwest Leadership Team to help with mentorship programs and training initiatives.
Kaylynn received a Bachelor of Science degree in Finance from the University of Utah and also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Kaylynn is married to Mike and they have three sons. In her spare time she enjoys reading, baking, the outdoors, staying active in her church and spending time with family and friends.
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