Kailee is a Financial Planner specializing in comprehensive financial planning and is committed to providing the firm's clients with the practical and unbiased financial strategies necessary to help achieve their goals. Kailee holds a B.S. in Business (Financial Services) from Wright State University. Kailee is also a CERTIFIED FINANCIAL PLANNER™ professional. 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.