Caitlyn, hired in August of 2026, is a Client Services Representative supporting the advising team of Allison McCarty, Perry Lazerus, and Grant LaGasse. Her primary functions for the advisors includes providing clients with prompt responses and follow ups when needed, handling clerical duties, and ensure an overall smooth client experience.
Originally from Arkansas, Caitlyn graduated from the University of Arkansas where she majored in Accounting. She has a dog named Tank, which of course is a toy poodle. Her hobbies include collecting and trading jewelry, primarily vintage watches, and also enjoys pickle ball.