About Us

We have the power to move the needle.

Your tiny efforts can lead to a big impact. You become part of a larger movement when you align your financial choices with your values. Our collective actions can support sustainable solutions while contributing to your own financial success.

Hi, I’m Katelyn.

I am a proud parent of two wonderful daughters, two cats, and a famous dog named Henry. Our family is at the heart of everything I do, and I love sharing our stories and hearing yours.

Outside the office, I support the community through my Town Councilor role and other initiatives. My efforts aim to bring people together, fostering unity and spreading hope. This is how we can positively impact our communities and beyond.

Read My Bio

Plan for change.

With Green Lakes Planning, your financial decisions not only build a life you enjoy but also contribute to a world you believe in.

Steadfast Stewardship

Our dedication drives us to care for and responsibly manage your wealth, helping protect and guide your financial growth.

Wealth Guidance with Integrity

We are dedicated to aligning your financial decision with your life values, laying the foundation for informed and impactful investing.

Money is for Living

You decide how it fits into your life, and we'll be there to help you enjoy what it brings.

How We Help

Dive Deeper

Here are some helpful resources to help enhance your knowledge in financial planning.

Your investments matter more than you know.

See the impact we can create together.

Get in Touch