Caitlin B. DeGroat, CFP^®

Caitlin is a CERTIFIED FINANCIAL PLANNER^® professional with over 13 years of experience in the financial services industry. As a Client Relationship Manager and Planner, she plays a vital role in supporting the client planning process from start to finish. She helps clients gather and organize the key data needed to build a strong financial foundation and ensures the team has all the key information and documents to perform detailed analysis and deliver proactive and customized planning recommendations to clients.

Experience: 

• Beacon Trust Company, Relationship Manager, Vice President

Education/ Certifications: 

• Fairfield University, B.A. Psychology
• CERTIFIED FINANCIAL PLANNER^® certification
• Series 65 certification