Kaitlyn Gallant brings over 17 years of experience in governmental accounting with experience in financial reporting, audit completion and budgeting and she is focused on helping individuals achieve both their financial and retirement goals. Kaitlyn’s highest priority is connecting with her clients to gain a full understanding of their financial goals and finding the best solution to meet their needs. She strives to educate her clients as a means of helping them make sound financial decisions that will lead to a fulfilling retirement. Prior to joining Greenstone Financial Group, Kaitlyn was an Accounting Manager for 100+ Community Development Districts where she was responsible for the management of over $500,000,000 in assets.
Kaitlyn currently resides in Florida where she enjoys spending time with her family, baking and traveling. She will be operating out of Greenstone Financial Group’s Florida office.
Education
Fitchburg State College, B.S. Degree in International Business and Economics
Qualifications
Series 7: General Securities Representative