January 2022

Please join us in welcoming Caeli Cusworth to our HoyleCohen family.

We are pleased to announce that Caeli has joined our San Diego headquarters as a Relationship Manager supporting Senior Wealth Advisor, Ty Summerlin, and his advisory clients. Reporting directly to the Manager of Client Services, she will serve as the clients’ main point of contact, supporting the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. Her tenacious work ethic and eagerness to forge lasting relationships with her clients make her an important asset of the Client Services team.

Caeli brings with her 4+ years of financial planning experience, most recently as a Client Service Associate at Bogart Wealth. She graduated from Virginia Tech in 2017 with a Bachelor’s degree in Financial Planning and recently relocated to San Diego from Arlington. She enjoys traveling, attending concerts with friends, and cheering on the Hokies. Born and raised in the Midwest, she has lived on both coasts and both American continents!

We are thrilled to have Caeli as part of our growing HC family!

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~