Caitlin Couch

 

With nearly 10 years’ experience, Caitlin takes great pride in her career in the retirement planning industry and enjoys utilizing every opportunity to learn and expand her knowledge to be able to best serve her clients. 

 

Caitlin knows each client is unique and the same goes for their goals for retirement. She enjoys having the ability to look at a client’s whole picture and gather all the necessary details to prepare for each meeting as thoroughly as possible. She understands the importance of each appointment and ensures the advisors have all the pieces to the puzzle. 

 

Caitlin is also a member of the Investments Committee. She ensures trades in the accounts are handled in a timely manner. She also oversees the accounts and verifies each is in the proper risk-based portfolio. 

 

On a personal level, Caitlin lives in Northern CT with her husband, Johnathan and their daughter, Emory. She is an animal lover with two dogs, three cats and a saltwater fish tank at home. She enjoys spending time with her family - either at home or at any zoo, aquarium, or museum!