Meet new NAWBO member Kaitlyn Laney, a private wealth advisor for Silverhawk Private Wealth. Silverhawk is a multi-disciplinary Registered Investment Advisory (RIA) firm, established in 1992. After years spent growing her practice at Fidelity, she made the switch to Silverhawk; because the fiduciary standard through an RIA Firm is considerably broader than with traditional broker-dealers and fees are more aligned with the client.
“I am so excited to be the only female advisor at Silverhawk, what an opportunity to help pave the way for others. NAWBO provides me with friendship and a sounding board of talented women to help me better navigate this unique journey” she said.
Referred to NAWBO by a client, Kaitlyn had zero expectations when she joined. “I am always looking to expand my network, it is nice to have a friend before you need one”. “NAWBO members have been unbelievably welcoming, steady my worries, and creates a positive environment with like-minded CEOs,” she said.
A California Bay Area native, Kaitlyn earned a bachelor’s degree in Business Finance from the WP Carey School of Business at Arizona State University (ASU) where she was also on the Division 1 waterpolo team as the starting goalie. Originally, she had planned to earn a degree in engineering. When her father passed away, leaving her to pick up the pieces at 18 for her younger sisters, she had an epiphany. “My father trusted a sales person and his buddies, leaving us to navigate our financial future without an advocate,” she said. This ignited her passion to help others navigate through the multitude of options available in today’s markets.