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Get Started on Your Financial Life Plan Today

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CU Denver,

Summa Cum Laude


Dream Foundation

board member

Licensed Zumba instructor

Passionate about photography

Colorado Avalanche fan

Get to Know Caitlin

Caitlin’s professional journey has included an expansive array of fields, including music, salon management, and financial advising. Throughout her varied work experiences, her desire to solve problems and make the world a better place has remained a consistent driver of her endeavor toward excellence. Her current role at Trilogy allows her to support our advisors on a broader scale by implementing programs & tools that help them do their best work for clients.

She resides in Denver with her fiancé Wes and their two cats, Tony and Wanda. In her free time, Caitlin can be found adventuring with Wes or spending time with friends. She also enjoys photography, playing bass, and teaching Zumba classes.

She holds the Series 65 registration through Trilogy Capital, Inc., as well as Colorado Life & Health Insurance licenses.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934