Portfolio Advisor
Kaley joined Acropolis in 2014 and serves as a Senior Portfolio Advisor primarily responsible for client relationship management, reporting, portfolio analysis and operations support. She has direct contact with Trustees, Directors, and Officers of Corporations, Not-For-Profits, and ERISA Plans as well as high net worth individuals. Kaley is a liaison with brokerage service customer representatives, ERISA Custodians, Third Party Administrators, Attorneys and Accountants.
Prior to joining Acropolis, Kaley worked in the Medical industry for 5 years and most recently held the role of Sales/ Branch Manager of Lincare Holdings Inc.- Respiratory Specialists in Louisville, CO.
Kaley earned a Bachelor’s degree in Communications from the University of Missouri- St. Louis where she was a member of the Tau Sigma and Phi Kappa Phi Honor Societies.
Kaley is a registered investment adviser representative and earned her Certified Financial Planner (CFP®) designation in 2019.