Caitlin joins the Retirement Visions team from a wealth management firm in Glastonbury where she was in charge of accounts in the trading and accounting departments. However, as a wearer of many hats, Caitlin also enjoyed working in operations and seeing the client relationship through from end-to-end.
Caitlin takes great pride in her career in the retirement planning industry and enjoys utilizing every opportunity to learn and expand her knowledge to be able to best serve her clients. Many people enjoy working with her for her precise attention to detail and her “above and beyond” approach to executing the personal needs of each and every client.
On a personal level, Caitlin lives in Somers, CT with her husband, Johnathan, and their three cats and two dogs. She loves spending time with her family, and when she is not at home or work, she can usually be found volunteering at her local animal shelter or exploring somewhere new and preferably warm! When you meet her, be sure to ask about her recent visit to a very famous theme park and her future travel plans!