Kaitlin Schaeffer Yardley, CFP®

Assistant Financial Planner

Kaitlin Schaeffer Yardley, CFP® – holds a B.A. in Finance from the University of Dayton. She completed her financial planning studies at Georgetown University and earned her CFP designation in 2007 while working at Schaeffer Financial, LLC, a financial planning firm in the Washington, D.C. area co-founded by her parents. Kaitlin continued working part-time as a financial planner while living abroad in Kazakhstan and South Africa. She is a member of the Financial Planning Association. In her free time, Kaitlin likes to spend time with her family, hiking, golfing and improving her culinary skills.


“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson