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!” In 2018 she became 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.

On a typical, warm weekend you will probably find her walking her dog, Wylie, on a park trail, tubing down the Chattahoochee River with her husband, hosting a dinner party, or exploring a new area of the city that she hasn’t seen before.

Beyond local activities, “I also love to travel to new places and immerse myself in the daily life of different cultures. I try to travel to at least 2 new places a year.” Kaitlin was married in 2017 and currently lives in Vinings, GA.

Education

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

Joined S&H

2014

Certifications

CFP® Practitioner

Born & Raised

Born in Red Lodge, Montana
Raised in Chickamauga, GA

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)