Kaylee joined Legacy Financial Strategies as an Associate Planner after graduating from Kansas State University with a degree in Personal Financial Planning. Before beginning her full-time role, Kaylee spent the summer as an intern with Legacy, where she gained hands-on experience supporting advisors, learning the financial planning process, and building relationships with the team and clients.
Kaylee has always enjoyed helping others and was drawn to financial planning because of the opportunity to make a meaningful impact in people’s lives. She enjoys getting to know clients, understanding what matters most to them, and helping create strategies that support their long-term goals.
As an Associate Planner, Kaylee works alongside Legacy’s advisors to assist with financial plans, client preparation, and ongoing support. She is excited to continue growing in the industry while helping provide the personalized service Legacy clients know and trust.
Kaylee is a proud Kansas State Wildcat. Outside of the office, she enjoys spending time with family and friends, exploring new places, and cheering on the Cats.