Client Services
katie@sunvalleywealth.com
Kaitlyn Spini
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.
“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
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Contact Us
18700 N. Hayden Rd., Suite 310
Scottsdale AZ, 85255
Phone: (480) 579-3954
Email: info@sunvalleywealth.com