Caitlin M. Dixon CFP®
Financial Planning Analyst
Education

B.S. in Finance, Eastern Illinois University

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ certificant

Personal

Enjoys watching “Wheel of Fortune” and Netflix documentaries, reading, baking and spending time with her rescue pit bull terrier, Ryder

Caitlin M. Dixon

As a Financial Planning Analyst, Caitlin works with the financial planning department to build comprehensive financial plans that analyze clients’ capital sufficiency, education planning, estate planning, risk management and charitable giving.

Prior to joining Altair, Caitlin was a Senior Registered Wealth Management Associate for US Bancorp Investments, Inc. She also worked for Lincoln Financial Advisors as a Financial Planning Manager.

Caitlin is a CERTIFIED FINANCIAL PLANNER™ certificant and graduated from Eastern Illinois University’s Lumpkin School of Business with a Bachelor of Science in Finance with a concentration in personal financial planning.

Outside of Altair, she volunteers weekly at Advisers Give Back and is a member of Building Brave. She is also a passionate advocate for animal rescuing and breast cancer awareness.