Throughout her career in financial services, Kali has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
Kali helps clients and partners with CPAs and attorneys for tax documents and estate planning. She also assists us in managing business retirement plans and helps us streamline the life insurance process for clients. Kali also greatly assists our team and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining our team in 2017, Kali was a customer service representative at AimBank. She earned a bachelor’s degree in human development and family studies from Texas Tech University.
Kali is from Snyder, Texas, where she lives with her husband, Wade, and children, Landry and Karter. In her free time, Kali enjoys keeping up with her kids’ activities and school functions, baking and staying active by working out and being outside. She is an active member of her church and volunteers there frequently.
