Kaitlyn believes the best financial plan begins with understanding the people it’s built for. She enjoys partnering with individuals and families to simplify complex financial decisions and develop strategies that reflect each client’s unique goals, values, and vision for the future.
Before joining Personal CFO Solutions, Kaitlyn spent more than 15 years in the architecture industry, where she worked closely with clients to understand their priorities and transform ideas into thoughtful, well-designed solutions. That experience shaped her approach to financial planning, reinforcing the importance of listening first, communicating clearly, and creating personalized plans that fit each client’s life.
Through her experience in the financial services industry, Kaitlyn has learned that exceptional advice is built on trust, organization, and lasting relationships. She works with individuals and families across all aspects of the financial planning process, including retirement planning, investment management, tax planning, insurance, and estate planning. She enjoys helping clients understand the “why” behind financial recommendations, believing informed decisions lead to greater confidence and peace of mind. Her goal is to make financial planning approachable, collaborative, and empowering so clients feel confident navigating whatever life brings next.
Outside the office, Kaitlyn lives in Massachusetts with her husband, their three busy kids, and a lively collection of pets. She enjoys spending time with family and friends, baking the perfect cupcake, and logging plenty of miles as a long-distance runner.