Kaitlyn Massey CFP®

Wealth Manager Associate / Paraplanner

Kaitlyn is a CFP® professional, having advanced quickly with Charles Schwab to the position of Vice President Financial Consultant. Over her five-year tenure with Schwab, she has extensive experience in various areas of wealth management and worked with both the high net worth and active trading teams. She graduated from the University of South Carolina with a dual degree in accounting and finance. Kaitlyn will be acting as our new Wealth Manager Associate and Paraplanner, supporting the team with both investment management and financial planning.


Kaitlyn enjoys many outdoor activities including skiing, playing volleyball, golfing, and hiking with her dog. She is recently engaged to her longtime boyfriend, Adrian. After living in 8 different states from coast to coast, her favorite sports teams are the Denver Broncos, St. Louis Cardinals, Charlotte Hornets, and of course, any South Carolina Gamecock team. She and Adrian have just relocated to Denver, CO with their dog, Kona.