Bozeman Financial Advisors :: Kaitlyn Morgan

Kaitlyn Morgan, Office Administrator

Kaitlyn Morgan is from the small town of Florence, Montana, nestled in the beautiful Bitterroot Valley. Earning her undergraduate degree in May 2020, she will be continuing her education by pursuing a master’s degree in family financial planning at Montana State University.

Working as office administrator for Bozeman Financial Advisors, Kaitlyn has the opportunity to not only further her knowledge and experience but also to pursue her passion for helping and teaching others about finance.

A very active person, Kaitlyn spent her high school freshman summer working with the Youth Conservation Corps in the Lee Metcalf Wildlife Refuge. She enjoys meeting people and experiencing cultures from around the world and is always surprised in her travels when people are familiar with Montana. Her favorite activities include hiking, fishing, camping and backpacking. When she isn’t in crunch time at school, she loves to relax by reading and cooking.