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. Renee is 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.