Caitlin DeSoye, JD*

With a Juris Doctorate from Suffolk University, focusing on tax, estate and business succession planning and a Bachelors of Finance from Bentley University, Caitlin serves as a great “value add” to our team working with you and your CPAs and Attorneys. Her areas of expertise provide a resource to ensure that strategies are vetted against many of life’s uncertainties and her ability to simplify complex situations helps you to truly understand where you are and how to get to where you want to be. 

Caitlin’s experience expands beyond our team with a background in various consulting roles at MetLife including Advanced Markets, Case Design, and Advisory Services, as well as previously serving as Baystate Financials’ Financial Planning Director. Under her leadership, Baystate Financial received recognition as a Financial Planning Firm of the Year 2011-2013 by MetLife. Caitlin also served as an Associate Professor at Bentley University teaching Personal Finance and as a Senior Lecturer at UNH’s Peter T. Paul College of Business & Economics teaching Personal Finance, Investments, Real Estate Finance, Business Law and Financial Management. 

When Caitlin is not crunching numbers or in meetings, she spends her time being involved in her community and skiing at Sunday River with her husband, Brian and three children, Thomas, Elizabeth and William. Caitlin lives in Exeter, NH.