Katelyn

 

Krumwiede

, 

As Practice Coordinator at Commonwealth Financial Group, Katelyn supports both advisors and clients by ensuring the practice operates efficiently and seamlessly. She oversees key administrative and operational functions, including client account management, asset coordination, and maintaining organized workflows that support the advisor’s book of business. Known for her attention to detail and strong organizational skills, she helps create a structure that enhances the overall client experience.

Originally from South Carolina, Katelyn has a deep appreciation for the Lowcountry and a strong love for Charleston. She is passionate about fostering meaningful relationships and continuously improving processes that allow the team to focus on delivering personalized, high-quality service.

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