,CFP®
Caitlin works with an array of clients but has a particular interest in financial planning for women, surviving spouses, individuals navigating divorce and those with multi-generational wealth. Regardless of their circumstances, she values the opportunity to serve as a dependable resource in their lives–whether it’s crafting a holistic financial plan, building estate planning strategies, or simply acting as a sounding board. Following a career in hospitality, Caitlin found her passion in wealth management, helping people to achieve their definition of financial comfort so that they can focus on the important things of life like their family and personal well-being.
Caitlin has over 12 years of financial services experience. She began her wealth management career at a small advisory firm in Long Island before moving to Raymond James Before entering the financial services world, she spent five years in hospitality at the Liberty National Golf Club. She joined Modera in 2023.
Caitlin received a BA in economics from Marist College and an M.S. in school counseling from Seton Hall. She is a CERTIFIED FINANCIAL PLANNER® professional. Caitlin is active in her community as a Girl Scouts group leader and a youth sports basketball coach. She serves as the treasurer for Manahawkin’s American Youth Football league.
Caitlin lives in Manahawkin, NJ, with her husband, three children, and two dogs. She enjoys spending time with family and friends, staying active at the gym, and watching her children play sports.
What do you value most in your client relationships?
What I value most in my client relationships is the opportunity to become a dependable resource in their life. Whether it’s dealing with their overall financial situation, an estate planning need or just being a sounding board for them; I take pride in being there for my clients.
What sparked your interest in financial planning? What fuels you every day in your work?
I took a roundabout way into financial planning, starting my career in hospitality. However, after the past ten years in wealth management, I know I am where I belong. Helping people to achieve their idea of financial comfort so that they can focus on the important things of life -their family and well-being – is what fuels me.
What do you enjoy most about working at Modera?
The people. I work with wonderful people and feel so fortunate to call them my colleagues.
When you retire you’re going to…?
Hopefully travel a lot and spend time with my family.
Where did you grow up? Where do you live now?
I grew up in a small town called Waldwick located in North Jersey. I now reside in Manahawkin, NJ.
CERTIFIED FINANCIAL PLANNER®
Seton Hall University, M.A., School Counseling
Marist College, B.A., Major: Business, Marketing Minor: Communication, Public Relations
Troop Leader – Girl Scouts of Southern New Jersey
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