Kallee strives for excellence in serving our clients by assisting clients with any questions and completing any requests in a timely and efficient manner. Kallee enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive a high level of attention and support.
She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team in January 2021, Kallee was a client associate at Wells Fargo Advisors and has five years of experience in banking and financial services. She holds a bachelor’s degree in both marketing and management from Pittsburg State University and a master’s degree in business administration from the University of Central Missouri.
Kallee was raised in Louisburg, Kansas. Once she moved to Pittsburg, she made it permanent. She fell in love with the town and enjoys learning about its unique history. While not at work, Kallee enjoys cheering for the Kansas City Chiefs and spending time with her family.