Meet the Team

Katelynn Toth, CFP®

Associate Advisor
Direct: (425) 531-7336
Office: (425) 467-1011 Ext. 236

Schedule time with Katelynn

Helping You Create the Life You Love.

My Role

As an Associate Advisor and lifelong learner, the most energizing part of my day-to-day is absorbing all there is to know about you, and how we can partner to create a life you love.

I take pride in being available to talk through questions and adjustments regarding your financial plan. In conjunction with your Lead Advisor and Client Service Associate, we’re committed to ensuring your financial plan is sharply aligned with your values.

My Story

Growing up in Alaska, it’s criminal to not enjoy the boundless beauty in my backyard! Ben, my fiancé, and pup Maverick love to spend time together hiking, mountain biking and camping when we can.

I also am a proud horse girl and have been competing in hunters and equitation for as long as I can remember. Though I currently don’t have a personal horse, I’m sure the most magical unicorn will waltz in when the time is right! Working toward my small ‘r’ judge’s card for hunter and equitation shows is also a new challenge I’ve taken on.

Dedicating time to community involvement is important to me, so I spend spare time in a few capacities: as treasurer for the Anchorage Horse Council, a director for the United States Hunter Jumper Association’s Zone 12 Committee, a member of the USS Ted Stevens Commissioning Committee, and as the Anchorage Estate Planning Council’s executive director.

When not at home, I absolutely have the travel bug! I studied in Cali, Colombia during my undergrad and can’t wait to see more of the world (though, Latin America is still my favorite continent to explore so far). Please don’t hesitate to share your favorite travel experiences – hands down my favorite conversation topic!


Western Washington University, B.A. Financial Economics

Universidad Icesi, Direct exchange in Cali, Colombia




Series 65

Seal of Biliteracy – Spanish


Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.