Family Office Professional
Prior to joining Clearstead, Kaitlyn had over six years’ experience as an Office Manager in both the manufacturing and abatement industries. Her experience with small business administration, bookkeeping, accounts payable, accounts receivable, and payroll has given her a unique skillset to assist the firm’s private clients with these services. Kaitlyn is also a Notary Public in Summit County.
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114