Kallee is a Client Service Associate at Legacy Private Wealth Partners, specializing in retirement, estate planning, and processing. She understands the financial services industry and brings personalized and informed service to her clients.
Kallee began working as a bank teller in high school and has been in the financial industry ever since. She was previously a Client Associate at Wells Fargo Advisors. Kallee holds a bachelor’s degree in marketing and management from Pittsburg State University and an MBA from the University of Central Missouri.
When she’s not working, Kallee enjoys spending time with her family, traveling, making road trips for concerts or sporting events, and cheering for the Kansas City Chiefs.