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Kaitlyn Spini

Client Administrative Services

Sun Valley Advisory & Risk Management
katie@sunvalleywealth.com

Kaitlyn Spini, the linchpin of our office operations, ensures smooth communication for Sun Valley’s clients. Her hard work helps our valued clients have a fast line of communication with the team and assists our clients throughout the meeting process. If you have met with any of Sun Valley’s advisors, you have likely had the pleasure of speaking with Kaitlyn. She is the voice who answers the radio calls and the behind-the-scenes wizard who makes all appointment coordination run smoothly.

Her customer service background and welcoming voice make her ideal for her role as the first person our clients interact with. Kaitlyn spends her days fielding questions and having worked with us since our inception; she strongly believes that our quality of services sets Sun Valley Wealth apart from the competition. She is incredibly proud to be a part of a team that feels like a tight-knit family where she knows the client’s needs will always be a priority.

Born and raised in Southern California, Kaitlyn is now a resident of Scottsdale, Arizona. Being so close to her family members who also live in Scottsdale makes her feel at home – and she loves all the beautiful sights the city offers. In her free time, Kaitlyn enjoys working out, exploring, hiking, and finding new activities to add to her daily routine. She is very close with her younger sister, Olivia, and the two often go shopping or on quests to find great new restaurants in the area.

What makes us different is how much we care about people. As the first point of contact for someone looking to work with us, I know that our clients are looking for advisors and planners who place their needs above everything else. Our team isn’t willing to compromise with a cookie-cutter solution.”

— Kaitlyn Spini

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Pillars of Service

Your dedicated firm for retirement planning and wealth management takes great pride in a comprehensive approach. Our principles are driven by the highest fiduciary standards, ensuring your best interests are always placed first. You will experience a scalable suite of services based on your needs, circumstances, and goals.

The Fabric of a Comprehensive Plan

Wealth Management
Income Planning
Business Strategies
Risk Management
Tax Mitigation Strategies