Katelyn Weeks

Client Coordinator/Operations
Email: kate@stockdr.com

Kate, an Operations Specialist at Siler Wealth Management, brings a unique blend of academic curiosity and professional precision to her role.

With a BA from UCF in Interdisciplinary Studies, a minor in anthropology, and a background in dentistry, she combines scientific precision with artistic finesse in her endeavors.

Kate excels at Siler Wealth Management where her guiding principles are accuracy and attention to detail, ensuring the seamless execution of operational infrastructure for SWM. Beyond her logistical role at SWM, she finds joy in cooking, gardening, and travel, which align with her interests in art history and anthropology.

Katelyn Weeks Headshot

Your Team

Lee Siler

President & CEO, AKA The Stock Dr.

Justin Kenney

Registered Investment Advisor

Nikki L. Ward, CFP®

COO/Certified Financial PlannerTM

Jarrod Bokhart

Registered Investment Advisor

Patricia Button


Chad E. Vergason, CFP®

Director of Insurance & Retirement Plans/CERTIFIED FINANCIAL PLANNERTM