Professional Background
Kallee is naturally passionate about marketing. She has a degree in Business Administration from The University of Tennessee. She manages everything from our online presence to our in-person events. She also facilitates our email communication and digital marketing campaigns to keep clients (and future clients) informed on important financial planning topics.

When Kallee isn’t working… 
Kallee likes to take local fitness classes, hangout with her family (and dogs!), read fiction novels, and spend summer weekends on Douglas Lake.