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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Investing After the Death of a Spouse
The death of a spouse is one of the most traumatic experiences a person can endure.1 Adding financial stresses at such a delicate time can only make matters worse—and your emotional recovery harder. Learn more about what to keep in mind while navigating your financial...
Financial Planning During and After Divorce
Beyond the impact to your personal and emotional life, divorce also has a huge effect on your financial life. As you forge ahead with turning one household into two, you must split up assets with your spouse, decide on support payments, and plan for your new financial...
Key Tax Deadlines for 2021
While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it is important to consider that...