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Kaylie Zielinski

Platform Education Specialist

Kaylie Zielinski

Kaylie Zielinski

Platform Education Specialist

Kaylie Zielinski is the Platform Education Specialist at Sanctuary Wealth. Kaylie began her career as a wealth advisor and has transitioned to this role to help fellow advisors learn the technology platforms that help oversee the performance of the business, manage client relationships, and build innovative planning solutions to their clients. She is the subject matter expert (SME) in the planning space who defines and builds learning journeys for advisors. Kaylie holds a bachelor's degree in Financial Planning and Counseling from Purdue University in West Lafayette, Indiana.

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