Caitlin Garner

Chief Compliance Officer, Head of Client Service

As the Head of Client Service and Chief Compliance Officer with the SC&H Wealth team, Caitlin Garner brings a high level of passion and expertise to help clients achieve their financial goals. In her role, Caitlin helps to ensure complete client satisfaction and helps clients better understand the full potential of their investments and financial future.

With over 18 years of industry experience, Caitlin assists in managing the portfolios of high-net-worth clients, along with the day-to-day operations of the Client Service team.

A graduate of Washington College, Caitlin received a Bachelor of Arts in Economics and International Studies. She currently holds her Life and Health Insurance licenses and maintains her Series 65 license as a registered Investment Adviser Representative (IAR).

Outside of work, Caitlin enjoys volunteering at her children’s school through the Parent-Teacher Association (PTA) and other school-sponsored activities to further the educational experience of children.

She lives by her grandmother’s quote to “make it a good one,” and makes every day count by spending as much time as she can with her husband and three daughters. Caitlin loves to hike with her family and attend her children’s sporting events.

Areas of Expertise


"Individual commitment to a group effort—that is what makes a team work."

Pritpal Kalsi


“Make it a good one…and make every day count.”

Caitlin Garner

Chief Compliance Officer, Head of Client Service

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