facebook-icon
youtube-icon
linkedin-icon
team member image

Kaitlin Bell

Associate Director of Wealth Services

Kaitlin joined our team March 2021 as the new Associate Director of Wealth Services. Her high attention to detail and charismatic nature makes her a perfect fit! She loves to analyze and compile data and is looking forward to working closely with our amazing clients. Kaitlin is excited about the possibilities planning provides and how it can help our clients with making their dreams come true.

Kaitlin is a Fairmont native who graduated from University of Wisconsin-Eau Claire in 2013 with a Bachelor’s degree in chemistry and a minor in mathematics. Kaitlin lives in Fairmont with her husband Sinjin, daughter Basil, son Croix and their dog Zeke. Outside of work, Kaitlin enjoys hunting in all of its various forms- from deer, to pheasant, and even mushrooms. During the summer she can be found cruising the lakes on the pontoon with family.

Explore the Sweet Financial blog.

Our Leadership Team offers tips and advice for your financial planning.

featured-image

The Importance of Having Goals in Your Retirement Years

Read More
featured-image

Empowering Women: Financial Planning for a Secure Future

Read More
featured-image

3 Ways a Financial Advisor Can Help After the Death of a Spouse

Read More

Connect With Us

Have a Question?

Contact Us

"*" indicates required fields