Client Services Manager
Caitlin joined TriCord Advisors, Inc. in 2021 and currently serves as the Client Services Manager. She oversees the client services team, processing account transactions, and enjoys simplifying complex financial systems for the clients.
Caitlin is originally from Riverside, but now makes her home in Yucaipa, CA with her husband, two daughters, and Bulldog/Labrador mix named Jasper. She considers herself a lifelong bookworm and coffee enthusiast. If she’s not at her desk, then she’s likely brewing a fresh cup.
She regularly serves at her local church and is involved in community theater, having appeared in productions at Redlands Footlighters and Riverside Community Players.
Prior to working at TriCord Advisors, Caitlin worked at Cinefex magazine, and then pivoted to a stylist position at Stitch Fix. She earned her Bachelor of Arts degree in English literature from the University of Redlands, and more recently completed her Financial Paraplanner Qualified Professional designation from the College of Financial Planning.