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Caitlin Spain
Wealth Advisor

"As a financial advisor, I get to help people put their resources toward what truly matters to them. I love partnering with clients to grow their financial future!"

CAITLIN SPAIN

With a background heavily weighted in music and in the beauty industry, Caitlin’s decision to build a career in the world of finance was not a decision made lightly. Having spent most of her life earning a paycheck by assisting people in purchasing material items, she was ready to make a dynamic shift in her customer service philosophy. Caitlin made the choice to come to Trilogy, where she spends her days helping people save for their futures.

At Trilogy, Caitlin is able to fulfill her desire to partner with her clients in navigating the expansive and often winding road of finance. During Caitlin’s time at the University of Colorado Denver exploring the field of Music Business, she learned of the great financial burden that is often experienced by those involved in the music industry. As a financial advisor, she builds relationships with the individuals she works with and offers financial guidance to those who aspire toward a stronger tomorrow.

Caitlin’s background experience in salon leadership blends seamlessly into her work as a financial advisor. She loves that Trilogy’s business model allows her to coach her clients to success in their own lives through strong communication, developing clarity around personal and professional goals, and aligning the financial decisions they make with their ultimate priorities.

Trilogy’s team-based environment spoke to Caitlin from the moment she learned about the company. It has always been important to her to collaborate with others regardless of the direction your project is taking. She believes that only by building relationships with others can you play to your best strengths and grow beyond your personal challenges.

In her free time, Caitlin can be found attending local shows at any of Denver’s numerous venues or making music with her boyfriend Graham, who is a highly talented guitar player. She also loves introducing new perspectives through both concert and landscape photography.

Caitlin's Client Relationships

Caitlin and her team support a wide variety of clients, but here are some of the groups she has built her practice around.

MEET CAITLIN'S TEAM MEMBERS
LES MCMULLEN 
VICE PRESIDENT OF WEALTH PLANNING 
 

BRETT MILLER 
WEALTH ADVISOR 
 

MARK NICOLET, CFP®, MBA
WEALTH ADVISOR
 

 
CALL CAITLIN DIRECT AT
(303) 300-3323 ext. 5129
  Strategic Partners

ASK CAITLIN A QUESTION

 

 
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