Meet Katelyn
Katelyn Houchin
Operations Transition Manager
Katelyn came to us with many years of experience in the administrative field. Her attention-to-detail and the ability to make sure the job gets done have been a perfect fit for her most recent role as an Executive Operations Specialist on our operations team. While she still lends the “Special Ops” Team her expertise on a variety of needs for our various offices, she now focuses most of her time on spearheading the smooth transitions of new affiliates. Branding, licensing, account transfers, technology and property management are just a handful of the areas she coordinates to welcome new advisor teams and their clients to our NEST!
Katelyn has been native to Ohio her whole life, but she is more than happy to jump in cars or on planes to be on-site for transitions regardless of their zip code. She is usually very busy attending sporting events for her three children, Raelyn, Jordyn, and Jaxtyn in all seasons! In her “spare time”, she enjoys attending live sports and concerts with her husband, Jake, as well as finding new camping and fishing spots.
Katelyn came to us with many years of experience in the administrative field. Her attention-to-detail and the ability to make sure the job gets done have been a perfect fit for her most recent role as an Executive Operations Specialist on our operations team. While she still lends the “Special Ops” Team her expertise on a variety of needs for our various offices, she now focuses most of her time on spearheading the smooth transitions of new affiliates. Branding, licensing, account transfers, technology and property management are just a handful of the areas she coordinates to welcome new advisor teams and their clients to our NEST!
Katelyn has been native to Ohio her whole life, but she is more than happy to jump in cars or on planes to be on-site for transitions regardless of their zip code. She is usually very busy attending sporting events for her three children, Raelyn, Jordyn, and Jaxtyn in all seasons! In her “spare time”, she enjoys attending live sports and concerts with her husband, Jake, as well as finding new camping and fishing spots.