Kaitlyn Mathis

Kaitlyn Mathis

Operations Associate

Katie joined Sullivan and Schlieman Wealth Management in May of 2019. Katie graduated Cum Laude from the University of North Georgia with a B.S. in Art Marketing. She holds her Series 7 and Series 66 registrations with LPL Financial, as well as her Life, Sickness, Health and Variable Insurance licenses.

Prior to joining the firm, she worked as a project manager in Troy, Michigan and as a staff member for the YMCA of Georgia. In her role as an Operations Associate, Katie is responsible for preparing portfolio reviews and financial plans, processing paperwork, placing trades, and any other service related inquiries.

Katie resides in Dawsonville, 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 outside, and traveling on the weekends any chance they get. Katie is very active in her church, Juno Baptist, where she and her husband serve as Youth Group leaders and help at the local food bank.