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Katelyn Bombardiere

Client Services Manager

kbombardiere@lenoxwealth.com

 

Kolbe Score

6762


Top 5 StrengthsFinders

  • Communication
  • Woo
  • Includer
  • Activator
  • Arranger

 

Money Mind

 

What three words best describe you?

  • Adventureous
  • Ambitious
  • Gregarious

 

What I like best about my role at Lenox

The ability to learn something new every day, and to foster lasting relationships with our clients. 


Best advice I was ever given

Failure is only temporary, regret lasts a lifetime.


What does “Fund a Life You Love” mean to you?

To travel the world, enjoy the little things, and create a career I am proud of.

 

Clients often tell us that we show them how to think about issues more thoroughly and help them ask the right questions. It’s a joy to see the peace of mind they experience when they have a plan in place that matches their financial goals and life dreams.

 

Biography

 

 

Katelyn grew up in Denver, Colorado where she attended The University of Colorado at Boulder. After graduating with a degree in Finance and Operations she relocated to Cincinnati.

Katelyn has prior experience in marketing, client services, venture capital and wealth management. She aims to get her CFP certification within the next couple years, and become a financial advisor.

In her free time she enjoys traveling, Crossfit, and trying local restaurants.