Katelyn Siegl

Operations Manager/Associate Paraplanner

Katelyn joined the firm in December 2022 with the role of Client Services/Operations.  She was born and raised in the small town of Madera, CA.  She attended Fresno State where she obtained a bachelor’s degree in Business with an emphasis in Finance. 

While not at work, Katelyn enjoys working out, going to concerts, and attending major league baseball games!