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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How to Make a Vision Board on Pinterest
If you're a visual person, try making a vision board on Pinterest. After adding some interesting articles, posts, and images, make time to scroll through it often. Making these things clear to your mind's eye is the first step in manifesting your goals. Step 1: Setup...
A Way to Reduce Taxes Linked to IRA Distributions
Have you ever considered Qualified Charitable Distributions? Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a...
April Showers Bring May Flowers: Spring Market Progress
It may be early to declare victory against COVID-19, but significant progress in that battle has been made this year, even in the face of new variants. According to the Centers for Disease Control and Prevention (CDC), half of the U.S. population above the age of 65 has been fully vaccinated, while a third of the total population has received at least one dose of the vaccine. We expect this trend to accelerate in the coming weeks, as many millions more Americans become eligible.