Caroline Gaffney is the Founder, CEO and CIO of Atwater Wealth Management. Caroline founded Atwater Wealth Management in 2008. As CEO, she leads the strategic direction of the firm. As Chief Investment Officer, Caroline oversees investment strategy and due diligence, creating integrated wealth management strategies for our clients. Prior to founding Atwater Wealth Management, Caroline worked at a national financial planning firm from 2003-2008. She was in mutual fund accounting at Investor’s Bank and Trust prior to that. Caroline is a graduate of the College of the Holy Cross with a B.A. in Economics and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Caroline hol