Team

Beth works with people who want to make smart choices with their money in a way that will allow them to work towards their financial goals. 

Caitlin helps her clients take control of their financial future, by developing a comprehensive strategy that encompasses a client’s specific financial needs and requirements.

Susan Egan assists Beth and Caitlin with client services and application preparation and processing, and handles appointment scheduling for the practice. A valuable member of our team since 2018, Susan came to our office...

Erin Kelly oversees the administration of the Health Insurance portion of Beth and Caitlin’s business, working with both individual and group clients. With over 10 years of experience in the health insurance industry, she also...