California native Katelyn Lloyd effectively utilizes and broadens both her analytical and communicative skills in her role as a Financial Analyst. She is passionate about making material impacts on clients’ lives, personally as well as professionally.

After graduating from Portland State University with honors and earning her BS in Quantitative Economics, Katelyn served Twenty20 Tax and Consulting as a Financial Analyst and Client Services Coordinator, where she performed FP&A work for client companies and shepherded clients through year-round financial and tax engagements. She also oversaw economic and industry research and analysis in support of business valuation engagements as a Research Analyst for Columbia Financial Advisors, Inc. prior to joining FP.

In her free time, Katelyn enjoys reading, cooking, spending time with her family, and traveling. From hiking to road-tripping to spending two weeks solo in Vietnam, she never shies away from the opportunity to explore new places, near and far. Similarly, she is always looking for innovative ways to grow at FP Transitions.