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Caitlin Lee

Caitlin Lee

Client Service Associate

Content for Caitlin Lee


Caitlin started her career in financial services in 2020 and quickly found her passion for helping clients achieve their goals. She has extensive experience with customer service and enjoys connecting with people. Caitlin enjoys learning new things and is excited to grow her skillset.

Outside the office

In her free time, Caitlin loves being active and trying new experiences. She is a spin instructor and enjoys both road and trail running. She is a Portland local and loves exploring all the beautiful PNW has to offer. After a long active day, Caitlin likes to unwind with friends and try new restaurants.

We’d love to meet you