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Caitlin Koppelman

Financial Advisor

GuideStream Financial

United States, Michigan, Jackson

About Me

Caitlin A. Koppelman, AAMS®, FSCP® joined the GuideStream team in 2010. Her role as Financial Advisor is to provide personalized financial planning and investment guidance. She has faithfully served GuideStream Financial clients and delights in giving them the personal care and plan-directed expertise they deserve. Caitlin has been instrumental in company-wide efforts to streamline operational processes and define excellence in the industry from a Biblical stewardship perspective. Her passion for and commitment to a calling in the field of finance makes Caitlin an essential member of the GuideStream team. Caitlin graduated in 2008 with highest honors from Spring Arbor University and has s

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Profile Information

Financial Advisor

GuideStream Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Jackson

Michigan

United States

Jul 28, 2025

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