Caitlyn serves as Associate Director of Wealth Management & Tax Services at Westover Capital Advisors, where she partners with our advisory team to deliver comprehensive financial planning, investment advice, and integrated tax strategies for our client families. She also plays a key role in supporting Westover’s Tax Services practice during the busy season.
Caitlyn’s history with Westover dates back more than a decade. She originally joined the firm in 2013 as a part-time Administrative Assistant while a senior at St. Elizabeth’s High School and continued supporting clients throughout college. After earning her Bachelor of Science in Finance from the University of Delaware in 2018, she returned to Westover full-time for a year as an Investment Services Assistant.
She returns with six years of experience from Fenstermacher & Company, PC, where she specialized in individual tax preparation and planning, while also providing financial advisory services. Caitlyn holds a Certificate in Financial Planning from NYU and earned her CERTIFIED FINANCIAL PLANNER® certification in 2022.
Known for her approachable nature, thoughtful insight, and proactive mindset, Caitlyn is a long-time volunteer with Special Olympics Delaware. She and her husband recently welcomed their daughter, Hazel, born on Valentine’s Day.
