Frances eagerly joined the Caliber Wealth Management team when it all began in March 2016. She serves as our client concierge and is a point of contact for our clients. Her passion is to help assist in building and nurturing relationships with reach-out interactions and life-changing events.
In addition, Frances enjoys coordinating and putting her creative imagination to the test with the planning of our educational seminars and client appreciation events. “I always look forward to our events, interacting with our clients and equipping them with important information to help them make better financial choices.”
Frances has been working with clients in the financial industry for over 15 years, including time with New York Life, MetLife and Waddell & Reed.
Originally from southern Missouri, Frances has lived in the Kansas City area for over 30 years and is now living in Peculiar, Missouri, with her husband of 39 years. Frances loves connecting with God, helping others and spending time with family – especially her grandkids! Her favorite activities are painting, art, camping and traveling.