CPA, Wealth Advisor
Caitlin is an alumna of Texas A&M University, where she received her Bachelor of Business Administration in Accounting and a Master of Science in Finance. Not only is she a Certified Public Accountant and Investment Advisor Representative, but she was also awarded the TSBPA Outstanding Achievement Award–recognition of the top ten highest scores on the CPA exam in the state.
Prior to working at CWA, Caitlin served as a senior forensic accountant at UHY Advisors where she handled a multitude of business interruptions claims in areas related to oil and gas, international transportation companies and large hotels in the state.
In 2010 she joined CWA, where she began to work closely with retired and self-employed clients. Her experience developed a passion for educating others on the importance of building a financial foundation that will last a lifetime.
“I focus on understanding each of my clients’ wants and needs in each stage of their financial life. It’s then that I’m able to work alongside them, to not only create a strategy to reach each goal, but to educate on how the decisions they make today can impact the future.”
She and her husband, Chad, are active in their local church and in their free time enjoy cheering on their three kids that play a variety of sports.