Kallee has the exciting job of helping us communicate with clients, future clients, and community. She works alongside the advisors and administrative team to plan and execute our yearly marketing calendar. She looks after everything related to our firm’s brand identity, awareness, and development. This includes the coordination and management of social media sites, general internet presence, and her personal favorite: Events!
Kallee earned a Bachelors’s degree in business administration from the University of Tennessee, Knoxville. She resides in Sevier County. In her free time, she enjoys reading anything Reese Witherspoon suggests.
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We’re Here For You: COVID-19 Resources
Last Updated: August 10th, 2020 Our goal is to help you stay calm and confident despite current market conditions. We understand during periods of market volatility or disappointing performance, some investors might be thinking about abandoning their strategy. We want...
September e-news: How We’re Living Invested Right Now
It's a crazy world... September is here and that means the pace of life might have picked back up (if you're working, have kids, or both)! In this month's e-news, a few of our team members explain how they're "living invested" right now, a long term care video,...
Enrolling in Medicare Advantage: What You Need to Know
Now that you have decided that Medicare Advantage is an option worth exploring, you may be wondering what the next steps are to signing up. While the steps for signing up are simple, there are a few key points to remember during the enrollment process. Below is a list...
Back To School In A New Way
Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to school carries unique concerns...