Email: kaitlyn@intwealthmgt.com
Office: 302-442-4233

Kaitlyn Hartman, FPQP™

Client Services Administrator

Kaitlyn counts her mother as the inspiration for her interest in personal finance. When provided the opportunity to join the Integrated Wealth Management team, Kaitlyn jumped at the offer. As our Client Services Administrator, she graciously does her part to help clients enjoy retirement to the fullest by efficiently fulfilling their service needs, including opening accounts and transferring funds.

Kaitlyn’s professional demeanor and positive attitude are likely what you’ll first experience when you contact our firm. She combines attention to detail and an organizational mind-set to take care of our clients’ needs. She takes pride in seeing how clients come to us first for our expertise but stay because we feel like family. To expand her expertise, she now holds the Financial Paraplanner Qualified Professional (FPQP™) designation.

Kaitlyn is a resident of New Jersey, where she lives with her family. When she's not in the office, she enjoys exploring new restaurants, curling up with a good book, or taking mountain trips up north, where she snowboards alongside her two brothers.

Education and Designations

• Financial Paraplanner Qualified Professional (FPQP™), The College of Financial Planning