Kaitlyn Mathis

Kaitlyn Mathis

Senior Wealth Planning & Client Services

In her role as Senior Wealth Planning & Client Services Associate, Katie is responsible for assisting in performing trade-related activities, building personalized financial plans, and portfolio review preparation. In addition to that, she handles client requests such as deposits, contributions, prospective and current client account transfers, and any other advisor or client requests. She holds her series 66 and 7 securities licenses as well as her Life, Sickness, Health and Variable Insurance licenses with LPL Financial.

Katie joined the Sullivan and Schlieman Wealth Management in May of 2019. She graduated Cum Laude from the University of North Georgia in 2012 with a Bachelor of Science in Art Marketing. Prior to joining the firm, she worked at Clear Rate Communications as a commercial project manager in Troy, Michigan.

Katie resides in Dawson County, Georgia with her husband, Brady and their son, Mason. Katie and Brady love anything sports related, as long as it’s the Georgia Bulldogs or Michigan Wolverines, being active, and traveling any chance they get. Katie is usually found with her family or friends and is very active in her church, Juno Baptist, where she and her husband are youth ministry leaders and volunteer at the local food bank.