Katelyn Felker is a Service Associate based in Bluespring Wealth’s Lexington office. She works alongside lead advisors to build, present, and maintain comprehensive financial plans, helping ensure clients receive thoughtful, ongoing support. Katelyn is especially passionate about bringing a client’s full financial picture into focus and helping them see how all the pieces work together.
Katelyn’s interest in wealth management grew out of a lifelong love of numbers and a desire to educate and empower others. After completing several financial planning internships, she began her career at an independent RIA in her hometown of Florence, South Carolina, where she gained hands-on experience working directly with clients.
She earned a degree in Financial Economics from Anderson University, with concentrations in Financial Planning and Accounting. Katelyn has passed the CFP® exam and is currently completing the required experience, with plans to officially earn her CFP® designation this year. Outside of work, she enjoys spending time outdoors, going for walks, hosting friends and neighbors for dinner, and staying involved in her church and local community with her husband, Andrew.