Caitlin Muldoon is a CFP® professional at Rising Femme Wealth with three years of industry experience. Prior to joining Rising Femme Wealth in 2023, she worked at Network Ninja, Inc. and Perficient, Inc. She also took a career break from 2021 to 2023 to focus on parenting. Rising Femme Wealth is a fee-only registered adviser that provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing primarily passive, long-term buy-and-hold strategies with periodic rebalancing and offering socially responsible investing options.

Susan Geist is a financial advisor with Rising Femme Wealth in Austin, TX. She holds a Series 65 designation and has experience at Rising Femme Wealth, McAllister and Quinn, Susan Geist Coaching, and the U.S. Economic Development Administration. Rising Femme Wealth is a fee-only registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a primarily passive, long-term investment approach based on Modern Portfolio Theory, while offering tailored plans, discretionary portfolio management, and socially responsible investing options.