Caitin has worked in the financial industry in various roles for over 15 years. She began working as a bank teller and became fully licensed in 2004. She then worked at First Union / Wells Fargo for 10 years, where she served on the Financial Advisors Leadership Council, the Financial Advisor Social Committee, Diversity Council and was a firm ambassador. She continued her career as a financial advisor with Merrill Lynch until joining Framework Financial Planning.
Caitlin primarily focuses on helping Dawn and her clients create and manage a cultivated plan for their finances. She also assists with maintaining a high level of client contact and service.
Besides being her a resource for clients, Caitlin is also a:
- mom to 24 year old Keairra and two four-legged rescues,
- wife to Bob (a very patient man),
- middle sister to six siblings and step siblings,
- runner,
- master Star Wars lego builder.
She enjoys reading all books (including Math and Physics), a nice meal with good wine, and the beach.
Caitlin holds her FINRA series 7,63, 66, CRSP and AWMA designations.