Our newest team member, Caitlin utilizes our RICH401(k) process with our Retirement Plan sponsors and participants. Being the “point person” for all things 401(k), Caitlin works to ensure everyone receives the highest level of service. Whether it is scheduling participant workshops, sharing educational information with participants on the importance of saving for Retirement, encouraging participants to use the SmartDollar budgeting tool or arranging for a plan sponsor to meet with an advisor, Caitlin helps to protect plan sponsors, guide positive participant outcomes and unify the client’s service team
Often Described As:
I’ve been described as fun loving, outgoing & intelligent.
My brothers, Eddie and James are two of my best friends
What I find underrated:
Reading a good book.
“If you laugh, you think, and you cry, that’s a full day. That’s a heck of a day. You do that seven days a week, you’re going to have something special.” Jimmy V
Friends and Family poke fun at:
That I always do the right thing.
Most People Might Not Know:
I was a radio DJ in college at the University of Georgia.
The strong women in my family , especially my mom. She has been in the financial services industry for over 20 years and has taught me so much about being smart with your money.
Most likely to spend a spare hour:
Shopping for a good deal at TJMAXX or Nordstrom.
Favorite Vacation Spot:
The south shore beaches of Long Island, NY.
Most Memorable Trip:
I am very fortunate that I was able to go to Japan with my uncle when I was 16 and see a different part of the world.
Favorite workout routine:
Anything that involves water.
How do I spend time outside of HFM:
I have a huge extended family that I love spending time with.