Cally serves as an Investment Client Relationship and Service Associate with Lifetime Financial Growth. In this role, she supports our team in delivering a high level of service to clients while supporting the continued growth of the practice.
As a primary point of contact, Cally focuses on creating a smooth and efficient client experience throughout all stages of the relationship, from onboarding through ongoing service. With a strong background in financial services operations and client support, she brings a detail-oriented and client-focused approach to every interaction.
Cally began her career in the financial services industry in 2021 at Charles Schwab, later transitioning to LPL Financial, where she supported independent financial advisors before joining LFG.