Senior Relationship Manager
Originally from Pennsylvania, Caitlin graduated magna cum laude from West Virginia University with a degree in Marketing. Upon graduation, she moved to Charlotte and became a part of the CI Brightworth team. She enjoys working with her colleagues and is devoted to helping clients and their financial needs. In addition to spending time with friends and family, Caitlin enjoys music, sports, and traveling.
OUR RECENT BLOG POSTS
It’s a Challenge for Dentists to Balance Work and Family
Feeling Stressed? Here are 5 Tips to Help Get Back in Sync. I recently spoke with a dentist who owns multiple offices, is ...
4 Things Accumulators Need to Know about the Student Loan Forgiveness Executive Action
President Biden announced an Executive Action on Wednesday, August 24, 2022, canceling up to $10,000 of Student Loan Debt (or ...
What to Do When the Wire Hits – 3 Takeaways for Any Dentist Selling Their Practice
The day your business is officially sold will be like no other. The new buyer will send a wire transfer to complete the sale – ...