Wealth Transition Collective Announces Three Staff Advancements
HOLYOKE — The Wealth Transition Collective Inc., a values-based, full-service financial-planning firm in Holyoke, recently announced personnel news regarding three team members.
Caitlin Trites recently passed the Securities Industry Essentials and Series 6 exams and has been promoted to registered client relationship manager. She has 13 years of financial-services industry experience.
“In this expanded role, Caitlin will oversee the day-to-day service needs of the firm’s clients as well as coordinating new business development. It’s a win-win for our clients and our firm,” said Wealth Transition Collective CEO Greg Sheehan.
Bill Kemple was recently awarded Certified Plan Fiduciary Advisor designation. CPFA designees are financial professionals that demonstrate expertise and experience working with qualified retirement plans. During the CPFA certification, candidates spend two months learning about fiduciary services for qualified retirement plans.
“We are very proud of Bill’s commitment to his clients and our profession. He had previously earned his Accredited Investment Fiduciary designation, and now this additional designation amplifies the skills he brings to our clients,” Sheehan said.
Kemple recently celebrated his one-year anniversary with the Wealth Transition Collective and brings more than 13 years of financial-services experience helping individuals, families, and small business owners oversee their fiduciary affairs.
Trina Moskal has joined the firm as a Medicare planning specialist. She will be responsible for new business development as well as working with firm clients on their individual Medicare and Social Security planning needs in the pre- and post-retirement life stages.
“With her more than 12 years’ experience in the healthcare industry, we are extremely pleased to have Trina on our team,” Sheehan said. “This expanded scope of services is often overlooked in the planning process, and Trina’s presence strategically positions us to meet the ongoing needs of our clients now and into the future.”
Moskal has held a number of leadership positions in the healthcare community, and earned a master’s degree in healthcare management from Bay Path University.