Staff

Caity joined Great Oak Financial Group in December 2023.

In Caity’s current role, she serves as an administrative role in the office, assisting with paperwork, data entry, and more, under Cetera Advisors LLC, Member FINRA/SIPC.

She recently passed her securities industry exam (SIE) and life insurance exam and is currently focusing on two additional exams which will allow her to assist Kimberly with her clients on a more interactive level.

Caity has a goal of working side-by-side with Kimberly and eventually stepping into ownership of her practice. Until then, she will learn and grow and get to know more about Kimberly’s clients. 

In her spare time, she likes crafting in our home workshop, singing in the church choir, and spending time on the river with her boyfriend, Parker.