I’ve worked for smaller companies my entire life and love the culture that brings. I’m a planner by nature, so this industry suits me. My favorite part of my job is working on financial plans, and my favorite part of working with clients is serving them well and knowing that what we do makes a difference. I enjoy and appreciate the wealth of knowledge and experience my colleagues bring to SYM!
Bachelor of Business Administration in finance – Northwood University, Midland MI
CERTIFIED FINANCIAL PLANNER™
Member, Midland MYPros
Volunteer, Midland Blooms
Member, Northeastern Michigan Estate Planning Council
Member, 100 Club
Kaleigh’s Words to Live By
A meaningful life is not being rich, being popular, being highly educated, or being perfect. It’s about being real, being humble, being able to share ourselves and touch the lives of others.
I love spending time with friends and family as much as possible, and I also love traveling and live music. Some items on my bucket list are to travel to Finland with my step-dad (from where he orginated), to vacation in Bora Bora, and to learn to ride a motorcycle of my own.