Caitlin Kolczynski

Caitlin Kolczynski serves as a Director at Mercadien, where she leverages her extensive expertise in tax and financial planning to help business owners achieve their retirement goals and protect their legacy. Caitlin collaborates closely with her clients to understand their unique financial needs and aspirations, then works with them to formulate a plan that helps them reach their goals and sets them up for long-term security and success. She specializes in working with high net-worth individuals and provides invaluable guidance to help them navigate complex tax, estate and financial planning matters. Additionally, Caitlin assists her clients with the financial management of their closely-held businesses, where she prepares detailed financial projections and forecasts and offers insightful advice on corporate planning and tax reporting. Prior to joining Mercadien, Caitlin worked as an analyst at a business valuation firm in Princeton, NJ. There, she conducted thorough valuation assignments for a variety of closely-held entities, gaining significant experience across multiple industries. This combined with her deep knowledge of individual tax and financial planning matters allows her to take a more holistic approach to client engagements, looking at their situation from several different angles and providing proactive advice that is tailored to their unique needs.