by Cali Gillespie | Mar 1, 2024
Outside of Work, You’ll Find Me: In the garden Volunteering Reading At an art gallery Crocheting Having coffees & Happy Hours with friends Favorite Quote: “For there is always light, if only we’re brave enough to see it.” Amanda Gorman Education and...
by Cali Gillespie | Jan 6, 2024
What I Stand For: I work to set our clients on their path toward financial freedom by gathering and analyzing data, preparing financial plans and assisting with plan presentations. I also serve on Searcy’s Investment Team, which is responsible for making asset...
by Cali Gillespie | Jan 4, 2024
What I Stand For: I support our clients by delivering financial planning advice and managing client accounts to help enhance their quality of life. My mission is to help promote and improve financial literacy and services for people in all stages of life. I hope to...
by Cali Gillespie | Jan 3, 2024
What I Stand For: As a CERTIFIED FINANCIAL PLANNER® professional, I specialize in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments to ensure these tools are working to...
by Cali Gillespie | Jan 2, 2024
What I Stand For: I specialize in helping my clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans. To better...
