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Kaitlyn Spini

Client Services
katie@sunvalleywealth.com

Kaitlyn Spini oversees office operations and client services for Sun Valley Wealth. Her hard work helps to ensure that our valued clients have a quick line of communication to the team and always know what to expect when they meet with us. If you have met with us, you have likely had the pleasure of speaking with Kaitlyn, as she is the voice who answers the radio calls and the behind-the-scenes wizard making all of appointment coordination go smoothly.

Her background in customer service and welcoming voice makes her ideal for her role because she spends her days fielding questions our clients may have about anything. Having worked with us since our inception, Kaitlyn strongly believes that our quality-of-service sets Sun Valley Wealth apart from the competition. She is also extremely proud to be a part of this team that feels like a tight-knit family, and she knows that Sun Valley will always put a client’s unique needs first.

Born in California, Kaitlyn is now a resident of Scottsdale, Arizona. Being so close with her family members who also live in Scottsdale, makes her feel at home – and she loves all the beautiful sights the city has to offer. 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.

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“I think 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 individual needs above everything else, and I know that our team isn’t willing to compromise with a cookie-cutter solution.”

— Katie SpiniClient Services

The Sun Valley Team

When you work with our team at Sun Valley Wealth, you are our top priority. You are the star, and you deserve to be treated as such. That philosophy begins with our team and their desire to do right by our clients, above all, a value instilled in each of them from the very beginning of their decades-long careers in financial services. We appreciate that growth evolves out of trust, honesty, and friendship, which is why we align our success with yours to demonstrate we have skin in the game. We are committed to helping you achieve your goals and to live the life you desire. Meet the Sun Valley Wealth team below.

Don Spini

President

Jessi Johnson

Senior Advisor

Eric Holland

Strategic Partner

Ryan Tindell

Account Executive

Kaitlyn Spini

Client Services

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Contact Us

18700 N. Hayden Rd., Suite 310
Scottsdale AZ, 85255

Phone: (480) 579-3954
Email: info@sunvalleywealth.com

18700 N. Hayden Rd., Suite 310
Scottsdale AZ, 85255

Phone: (480) 579-3954
info@sunvalleywealth.com