Caitlyn entered the financial services world after years of experience in medical administration. In her prior experience, she developed and implemented new procedures and processes to improve the efficiency of her department and comply with regulatory standards.

Prioritizing the needs of the client and behind-the-scenes management, Caitlyn ensures seamless daily operations. Outside of the office, Caitlyn and her husband enjoy traveling and spending time outdoors, returning home to the playful antics of their two feline companions, Luna and Ember.