Meet Caitlin


Caitlin Charrier

My previous experience in finance and customer service allows me to focus on the details of the day-to-day tasks to support the advisors to bring the best service to every client. I take pride in making our clients experience a memorable one!


My Superpowers

  • Compassion: I love being able to connect with our clients on a personal level. I always make sure the client knows that I'm on the same team, driven toward the same goals.

  • Communication: I am strategic and proactive. By getting to know our clients and staying connected with them, I able to provide them with the highest level of service.

  • I might not always know the answer, but I can always find it!

  • Multi-tasking and problem solving like a pro because that's what moms do best.

About Caitlin

My husband Tyler and I moved to Rochester in 2015 from Southern Maine, where we were both born and attended school. We currently live in Rush NY with our two children: Peyton and Cooper, as well as our two dogs. When not at work, I enjoy thrifting/antiquing, home improvement projects, crafting, interior decorating, spending time outdoors, and my favorite…  disco dance parties in the kitchen with my daughter.