Katlyn Orton
Financial Advisor|RICP®, CDFA®
About Katlyn
I’m committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that are jargon-free. My goal is to make financial planning simple, approachable, and tailored to your life so you feel confident every step of the way.
As a Retirement Income Certified Professional® (RICP®), I specialize in creating strategies to help you protect your assets, maximize income, and retire with security and peace of mind. Whether it’s building a retirement plan, coordinating tax-efficient strategies, or protecting what you’ve worked hard for, I provide guidance designed to give you clarity and confidence in the future.
As a Certified Divorce Financial Analyst® (CDFA®), I also support individuals and families navigating one of life’s biggest transitions. I help untangle the financial complexities of divorce—asset division, cash flow planning, and long-term implications—so that you can make informed decisions with confidence and move forward on solid financial footing.
At the heart of my work is a commitment to helping successful women, business owners, and families design financial plans that reflect their goals, values, and vision for the future. I strive to provide not just expertise, but also the best experience possible—one built on trust, understanding, and true partnership.
Awards and Recognition
“40 Women to Watch” 2025 award winner by Tampa Bay Women’s Professional Network
“ThriveHER” 2025 award winner by EmpowHERment
“Women Working in Wealth” 2022 award winner by the American College of Financial Services
“Best of the Bay- Best Financial Advisor” 2021 runner up by Tampa Bay Creative Loafing
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
EmpowHERment
To empower all women to thrive by fostering the skills and resources needed to obtain financial, mental, and emotional self-sufficiency through the cultivation of relationships.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Get to know my dedicated Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Spencer Montgomery
CFP®, CLU®
Wealth Management Advisor and Co-Founder
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
Scott S Niekamp
ChFC®, CLU®
CEO and Co-Founder
My clients are individuals and businesses with financial protection needs and asset accumulation goals that are unique to their own circumstances. When we work together, I will take the time to get to know you and help identify your financial objectives, as well as implement effective solutions using world-class insurance services and internationally recognized investment products.
Jessica M Majeski
CFP®, ChFC®, CLU®, RICP®, CLTC®
Wealth Management Advisor
The details make a difference in financial planning. My team and I will take care of ALL of the details needed to help ensure your financially secure future. It's imperative that you have a financial plan that you understand in a way that provides you with the confidence to sleep well at night. We work with all types of clients but specialize with closely-held businesses, physicians, and retirees.
Michael G Salierno
Wealth Management Advisor and Founder
I aim to be a strategic partner who can help you achieve your goals. I enjoy working closely with individuals, families and business owners to develop a plan that will be at the center of their financial lives. First, we discuss your goals, then we review a plan and strategically implement recommendations, then we review and adjust as needed.