Kaitlyn is a Client Services Associate at New Perspectives, where she provides accounting expertise and client services support to the Portfolio Manager.

 

She earned her degree in Finance and Accounting from Mississippi College, where she also received the Outstanding Junior in Finance Award as well as the MS Society of CPAs Award. Prior to joining New Perspectives, she worked at a local CPA firm for about three and a half years as an accountant. Kaitlyn has always had a passion for improving the lives of others through personal finance. As a result, she is preparing to obtain her Certified Public Accountant designation. 

 

Kaitlyn currently resides in Jackson, MS. She enjoys traveling and spending time with her family and friends.