Caitlin  Lail

Caitlin Lail

Office Administrator

Caitlin is the newest member of the EBPG family. She moved to Central Florida in 2000 from Long Island, New York. She studied at the University of Central Florida where she received her Bachelors of Science degree in Communications Sciences and Disorders. After working eight years as a health care professional, Caitlin transitioned into the financial planning world in 2019. Caitlin has had the privilege of knowing Ethan Heard for several years and when the opportunity to join Estate and Business Planning Group as an Office Administrator arose, it felt like the natural next-step. Caitlin has always enjoyed working for small, family businesses who value their clients and provide excellent service. Her passion for assisting our clientele shows and she is a welcomed addition to the team. Outside of the office, Caitlin and her husband, Jason, enjoy spending their time outdoors and traveling to the mountains.