Caitlin DeSoye, JD*, CEPA

For Caitlin, financial planning is never just only about the numbers—it’s about what money represents to her clients: security, freedom, dreams, fears, family dynamics, and legacy. With more than 20 years of experience solving financial puzzles for clients, she finds the greatest reward in seeing people accomplish things they once thought were out of reach. Buying the boat. Having the baby. Selling the company. Affording the long-term care desired. Growing the business. Taking the trip. Realizing the divorce is not the end. Those moments fuel her passion for the work she does.

With a Juris Doctorate from Suffolk University Law School, a Bachelor’s of Finance from Bentley University, the Certified Exit Planning Advisor (CEPA) certification and pending completion of the Certified Divorce Financial Analysis (CDFA) certification, Caitlin serves as a great “value add” to our team. Her areas of expertise provide a resource to ensure that strategies are vetted against life’s uncertainties and her ability to coordinate with your CPA and Attorney and simplify complex situations helps you to truly understand where you are and how to get to where you want to be.

When Caitlin isn’t crunching numbers or discussing strategies with clients, she can be found chasing her three children and husband around the slopes at Sunday River, on one of the many sports fields around Exeter, caring for family, or finding yet another way to be involved in her local community.

*licensed not practicing.