Kaleigh is a Senior Financial Planner.

Get to know Kaleigh.


Kaleigh is a planner, educator, and helper by nature, which suits her well in her role as Training Coordinator and a mentor for new Financial Planners and Advisors. These qualities also allow her to serve her clients and teammates uncommonly well. Kaleigh values the wealth of knowledge and experience her colleagues bring to SYM, and she strives to continue learning and challenging herself each day.


Bachelor of Business Administration in Finance – Northwood University, Midland MI



Member, Midland MYPros

Volunteer, Midland Blooms

Member, Northeastern Michigan Estate Planning Council

Member, 100 Club

Member, Leadership Midland Alumni Association

Kaleigh’s Words to Live By

“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela

Personal Pursuits

Kaleigh is commonly found spending time outdoors, curling up with a book, or enjoying live music. She aspires to relearn the alto saxophone she played as a child, along with learning a new instrument. Kaleigh finds fulfillment in exploring cultures and landscapes through travel as well as spending quality time with close friends and family. She dreams of owning a larger property where she can rescue many species of animals; in the meantime, she and her partner, Phil, love on their three fur babies.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Midland work for you call 800-888-7968 or email info@sym.com.