About Naomi Catterton

With over 25 years of experience in financial strategy and retirement planning, I help individuals and families design efficient, tax-advantaged plans that create lifetime income and lasting security. My focus is on helping clients grow and protect their wealth using proven strategies that balance opportunity and safety — without the volatility of the stock market.

I take a holistic, personalized approach to ensure every client understands the “why” behind their plan. Whether the goal is maximizing growth potential, reducing unnecessary risk, or creating sustainable income in retirement, I build strategies that align with each person’s lifestyle, timeline, and financial goals.

My background includes leadership roles with nationally recognized organizations such as Aetna, Blue Cross Blue Shield, and the Baldwin Group. Over the years, I’ve developed deep expertise in creating comprehensive financial roadmaps — blending strategic vehicles like indexed growth products, tax-free income tools, and living benefit solutions that can provide access to funds in the event of chronic, critical, or terminal illness. These benefits ensure that protection and flexibility go hand-in-hand, allowing clients to enjoy their wealth while maintaining access to it if life takes an unexpected turn.

For me, this work is deeply personal. Having navigated major life transitions — raising three children, caring for aging parents, and rebuilding after my own challenges — I understand how vital it is to have clarity, confidence, and a solid plan. That’s why I’m passionate about helping others secure their future with smart, adaptable strategies that work through every season of life.

When I’m not working with clients, I’m a devoted mom, a lifelong learner, and a traveler who loves discovering new cuisines with my husband.

Guiding Principle

Financial freedom isn’t about taking more risks — it’s about being strategic with the ones you choose.