Theory Planning Partners

Corrinne Rivers is a CFP® professional with three years of experience in financial advising. She currently works at Theory Planning Partners and has previously held roles at Ellevest, Childfree Wealth, and Kitces.com. Theory Planning Partners is a small advisory firm serving individuals, trusts, estates, and small to mid-size business owners and executives. The firm offers executive financial planning and corporate consulting alongside discretionary investment management using model portfolios focused on strategic asset allocation, broad diversification, and tax-aware techniques.

Kaitlyn Carlson is a CFP® with 12 years of industry experience, currently serving as an advisor at Theory Planning Partners since 2020. Her prior experience includes roles at Civitas, Minot Wealth Management, and UBS Financial Services. She is also involved in a personal investment venture through an LLC formed to hold residential property for a family member. Theory Planning Partners is a small advisory firm serving individuals, trusts, estates, and particularly small to mid-size business owners and executives. The firm offers executive financial planning and corporate consulting alongside portfolio management, utilizing model portfolios with strategic asset allocation and tax-aware techniques.

Cayla Orris is a financial advisor at Theory Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Theory Planning Partners in 2025, she worked at KPMG US for four years and held roles at Duff & Phelps, Sofer Advisors, and Voya Financial. Theory Planning Partners is a small advisory firm serving individuals, trusts, estates, and small to mid-size business owners and executives. The firm provides executive financial planning and corporate consulting alongside portfolio management, using model portfolios with a long-term horizon and tax-aware strategies.