Kailee is a Client Service Manager and Paraplanner at The Colony Group. She supports a team of wealth advisor and is responsible for processing investment transactions, client account administration, including opening new accounts, distribution requests, and account transfers. In addition, she works with David Tracy on developing and updating financial plans.
Kailee served as the Relationship Manager and Paraplanner at Legacy Wealth Partners prior to their merger with The Colony Group in 2021.
Kailee graduated from California State University, Channel Islands with a bachelor’s degree in Business. She currently resides in Thousand Oaks with her husband and daughter.