Behind the Desk: Kaitlin Webb

Address: 601 Valley View Blvd.

Telephone number: 944-4636

Position: Financial advisor

Years with company: Three

Family: Husband, Anthony, a corrections officer at SCI Smithfield; and daughters: Paislee, 5, and Everlee, 1

What products or services does your company provide?

Retirement income and savings strategies, estate and legacy strategies, insurance and annuities and college savings.

Who are your customers?

Investors, retirees and local small business owners.

What is your business day like?

Business has changed recently to include more virtual meetings, but we spend our time helping each of our clients create strategies for their individual needs.

What is the best business advice you have received?

Business is easy if you always do right by your clients.

What is the most important thing you’ve learned on the job?

Always strive for something outside of your comfort zone.

What have you read lately that has influenced your business life?

“High Performance Habits,” by Brendon Burchard

If you want your business to be featured in the Mirror’s Behind the Desk series, call Walt Frank at 946-7467.


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