Katelyn Shaffer
Financial Paraplanner, Fpqp at Tacia Wealth Management
Based in Big Rapids, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Big Rapids
Industry
Financial Services
Company size
4
Contact information
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k•••••••@taciawealthmanagement.com
Phone
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Background
About Katelyn Shaffer
I began my career in the Financial Industry in 2012 and haven't looked back. Whether I'm preparing paperwork for a client meeting, greeting clients when they come to see us, or representing our firm doing volunteer work, I am proud to share my love for this industry. I believe in the people I work with and I believe in helping our clients achieve their goals. I earned my Registered Paraplanner designation in early 2014 and I will be continuing my education to one day become a licensed financial professional. Having passion for what I do and a boss who encourages my growth as a professional will only bring success in my future.
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