Katlyn Wimsatt

Katlyn serves as a client services associate for Modern Wealth’s Mooresville, Indiana office. She assembles tax returns and supporting documents as well as filters and manages incoming documents, emails, and correspondence. Katlyn also runs weekly reports to track project progress, communicates updates, and maintains project tracking systems and databases.

Katlyn brought 10 years of experience in the wealth management industry when she joined the team in August 2025. She created a strong background in accounting prior to arriving at Modern Wealth. Katlyn strongly believes that it’s important to work in an environment that works together while striving to achieve goals, which is something she noticed immediately about the work environment at Modern Wealth.

Outside of work, Katlyn loves creating lasting memories with her loved ones. Katlyn’s family loves the outdoors, whether it’s going camping or embarking on other small adventures. She also enjoys family game and movie nights, baking, going to church, and singing.