Caitlyn O'Leary

Caitlyn is a Client Service Professional on our Investment Advisory team, bringing extensive experience across the finance, insurance, and real estate industries.

She holds a degree in Finance with a minor in Accounting and previously served as a Client Service Specialist at Michigan Financial Companies, where she provided high-level support to clients and advisors.

Caitlyn lives in Southeast Michigan with her fiancée and their three dogs. Outside of work, she enjoys CrossFit, snowboarding, and exploring the outdoors with her dogs.