Born and raised in Binghamton, NY, Caity is excited to give back to her community through financial planning and advising. Whether clients are just starting out, preparing for retirement, or developing their estate plan, she is dedicated to their financial well-being – helping pursue growth, preservation, and management of wealth through all stages of life.
Her main objective is to help each client work towards their specific goals in a way that is unique to their circumstances. She aims to always be approachable and available to address her clients’ questions and concerns as they arise.
Caity has a high commitment to her clients and profession. Since 2017, in addition to various securities registrations held through LPL Financial, she has proudly become a CERTIFIED FINANCIAL PLANNER™, which requires a rigorous two-year course and passing a national exam. CFP® professionals need to complete 30 hours of continuing education every year and agree to honor the CFP® Code of Ethics to renew their right to use the credential annually.
Outside of the office, Caity enjoys working out, traveling, and trying new foods. Most important to her is spending time with her friends, family, and dog.