Kaitlin Roden
Kaitlin Roden
Kaitlin Roden

Kaitlin Theobald, CFP®

Director of Client Operations

(770) 395-9797

Kaitlin’s journey to financial planning began in 2014 when she submitted her resume to S&H on the University of Georgia’s job search site. This proud UGA alumni explains, “I’ve always been interested in personal finances, but never knew I could make a career out of it!” Fast forward to 2018 and she is now a CERTIFIED FINANCIAL PLANNER™ Practitioner.

In her role as the Director of Client Operations, Kaitlin works to ensure consistency of client service, efficient and accurate internal operations, and training of staff. Her meticulousness, combined with her experience with direct client work puts her in the perfect position to ensure that every client is served well by Sherrill & Hutchins.

Kaitlin is well-suited for her duties at the firm and her attention to detail runs deep in her veins. When asked what else she might have done other than this career, “I would love to be a professional home organizer. Starting at a young age I would straighten up items on grocery store shelves or separate my toys in different bins according to my own organizational structure. I am constantly trying to make everything in my life more effective and efficient.”

On a typical, warm weekend you may find her checking out a local festival, jogging on the Atlanta Beltline, or exploring trails throughout the city. She adds that “Atlanta is making a lot of progress and I love hanging out with my husband and friends at new trendy spots and restaurants.”

Beyond local activities, “I also love to travel to new places and immerse myself in different cultures. I try to travel at least 2 new places a year.” Kaitlin is also a newlywed as of 2017 and currently lives in Vinings.

Education

The University of Georgia, 2013, Bachelor of Business Administration in Management

Joined S&H

2014

Certifications

CFP® Practitioner

Community Involvement

Passion City Church

Born & Raised

Born in Red Lodge, Montana
Raised in Chickamauga, GA (a small, northwest Georgia town just south of Chattanooga, Tennessee)

Favorite Acronym

OHIO – Only Handle It Once. It means when you have something to do – spend the time and effort to complete it from start to finish all at one time and then you never have to worry about it again.

Fun Fact

Her family has a published Awkward Family Photo that was sold at Target on birthday cards, coloring books, and calendars. (See pic)