Drawing upon her experience in the financial services industry as a financial advisor (Wachovia Securities) and financial consultant (Private Wealth Advisors), Caitlin has a tenured knowledge of the financial planning advice clients need and deserve.
Caitlin established the Wealthcare’s Pittsburgh office in 2010 and joining the firm allowed her to finally partner with a company that shared her same desire to provide fulfilling, unique, and objective advice to her clients.
As a Wealthcare Advisor, she has a meaningful understanding and strong commitment to the fiduciary responsibility of providing financial planning to her clients. Caitlin specializes in comprehensive Goals-Based Wealth Management planning for her clients and 401(k) participants.
Caitlin has a Bachelor’s in Business Management from Kent State University. While attending Kent State, she competed on a national level as a member of the women’s golf team. Caitlin is still an active golfer and very involved as a member of Sewickley Heights Golf Club. She also enjoys being outdoors running, biking, and skiing.
Caitlin is currently in the process of acquiring her CERTIFIED FINANCIAL PLANNER™ designation from Northwestern University.