Kaitlyn Puente

Investment Advisor Assistant

Kaitlyn is an Investment Advisor Assistant for our Wealth Management Team. She utilizes her knowledge and skills in personal finance to support the Team Advisors. She focuses herself on providing excellent customer service to our clients.

Focus

  • Client service
  • Custodian compliance
  • Reporting and planning
  • Plan presentations

Education

  • BS in Business Management & Administration, University of Wisconsin – River Falls

Prior Experience

  • Personal Finance Coach, Stress Less Financial Coaching, LLC
  • Risk Management Coordinator, Vanco
  • Associate Financial Representative, Northwestern Mutual

Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.

DISCLOSURES