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
CERTIFIED FINANCIAL PLANNER™
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
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.