Katelyn Aguilar joined our team as an Operations Specialist, in May of 2023, working closely with Jessica Estes, our Operations Manager. Kat gained valuable experience as an Operations Associate Manager at Wells Fargo & Co. across multiple branches across Johnson County, KS. She has a strong client-centric customer service background and a history of promotions for outstanding performance and service to clients. We are confident that Kat will be a tremendous asset to our clients and our practice. She has a growth mindset and a “run with the football” attitude. Kat will focus on supporting Jessica with administrative and operational tasks, including client events, paperwork, setting client meetings, providing tax documents, and other important tasks.
Kat lives in Osawatomie, KS with her husband Eloy and two children. She enjoys the contrast between working in the city and country living. Some of her favorite things to do include cooking and spending time with her family.