Universal Wealth Management | GCU Wealth Advisors
Director of Healthcare
Kaitlyn has been an integral part of the Universal Wealth Management Team in various capacities for nearly a dozen years. A graduate of Bryant University where she received her Bachelor of Science Degree in Business Administration with a dual concentration in Management and Entrepreneurship, Kaitlyn’s primary focus is Universal Wealth Management’s healthcare division. As the director of UWM’s growing healthcare division, Kaitlyn oversees all of UWM’s agents and their clients. Kaitlyn directly works with healthcare clients focusing on Social Security benefits, Medicare and Medicaid Planning, Individual Life and Health Insurance Planning, as well as Small and Large Group Business Insurance Planning. Additionally, she coordinates and executes all of UWM’s healthcare events, including Social Security, Medicare and the “Medicare Untangled” series. In 2018, Kaitlyn produced more than 65 events during the Medicare Open Enrollment Period. On UWM’s financial side, Kaitlyn serves as a direct assistant to President and CEO Karen Emma. Kaitlyn is currently pursuing her Series 7 and Series 66. She will complete both her Series 7 and 66 in 2021.
Kaitlyn resides in Cranston, RI with her fiancé and daughters, Analeiah and Aurora.