Caitlin has spent her professional career at NEPWA, starting as an Associate Advisor in 2008 and becoming a Senior Wealth Advisor in 2013. She partners closely with families on financial decisions and emphasizes education and confidence throughout the planning process.

Caitlin loves NEPWA’s client-centric, highly personalized approach to overall wealth management. Every client conversation is unique, and Caitlin is dedicated to helping clients navigate their financial future with confidence.

Caitlin truly enjoys the long-lasting relationships developed over time with her clients and colleagues. Caitlin is originally from Braintree, MA, and she attended Stonehill College for her undergraduate degree. Caitlin completed the financial planning program at Boston University and is a CERTIFIED FINANCIAL PLANNER®.

Caitlin is married to her high school sweetheart, Ryan, and they still live in Braintree with their four children, Josephine, Bridgette, Christian, and Julian, and their pittie, Luna. She enjoys coaching soccer, traveling with family, and exploring new restaurants.