Meet Your Advisor

Caitlin brings warmth, expertise, and genuine care to her role as a financial advisor, helping clients build paths to financial independence that align with their unique stories and dreams. She has a special talent for making complex financial concepts approachable and believes that everyone deserves to feel confident about their financial future.

Drawing from her extensive experience across various financial sectors, Caitlin crafts personalized investment strategies that reflect each client's individual goals and comfort level. She's particularly passionate about empowering women through financial education and planning, creating a supportive community where questions are welcomed and financial confidence flourishes.

Away from the office, Caitlin's greatest joy is being mom to Davin and Maceo and wife to Blake. You'll often find her cheering enthusiastically from the sidelines of Maceo's basketball games or getting creative with Davin, building elaborate Lego creations. As a family that believes in making memories together, they're frequent visitors to their favorite destination - Disney World.

Through both her professional and personal life, Caitlin brings the same dedicated, caring approach to everything she does. Whether she's helping clients navigate important financial decisions or planning her family's next adventure, she leads with understanding, expertise, and heart.