Madilyn Kaatz, FPQP<span>®</span>

Madilyn Kaatz, FPQP®

Client Service Specialist

Born and raised in Bellingham, Madilyn has a background in operations management and almost a decade of  experience in providing excellent customer service. She’s an innovative problem solver who loves meeting new people and providing top-tier support. Her dedication to servicing clients and eagerness to develop her financial literacy makes her a great addition to the Transformational Advisory Group team.

Outside of the office you can catch her reading a good book, going on adventures with friends or enjoying the scenery of the PNW.

2 Years of Experience