As the first point of contact for our clients, Kylee is dedicated to creating a strong and meaningful experience for everyone. Her primary goal is to provide exceptional care in serving clients and supporting our team. Kylee handles a variety of administrative tasks, including greeting clients, ensuring their comfort while they wait for appointments, check deposit and issuance, managing both incoming and outgoing correspondence, and directing incoming calls to the appropriate team members.
Kylee graduated from Colorado Mesa University with a bachelor's degree in finance. Kylee and her husband Dallas live in Grand Junction with their two dogs Winston and Willow. When not at the office, she enjoys hiking, camping, and spending time with family.
