As a Registered Assistant, Kailee facilitates and responds to client communications, assists with meeting preparation, and helps respond to client requests. Kailee works alongside Dave and Michael to assist in the many facets of their business. Kailee completed her B.S. degree in Financial Services from Wright State University. Kailee holds these licenses:
- Securities Industry Essentials Certified
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combined State Law)
Kailee is originally from Columbus and resides in Fairborn. She enjoys playing tennis and going for walks with her yellow lab Sami.