Kaylee joined the team full-time in 2026 as a Client Services and Planning Associate after interning with the firm beginning in the summer of 2025 prior to her senior year of college.
A recent graduate of Salisbury University, Kaylee earned her bachelor’s degree in finance with a track in financial planning. During her time at Salisbury, she developed a strong interest in building personalized financial strategies and helping individuals feel more confident about their future. Her hard work and dedication to the program were recognized during her final semester when she earned first place in the university’s financial planning competition and was also awarded the Outstanding Financial Planning Senior Student honor. She is excited to continue growing her career in the financial planning profession.
Kaylee lives in Annapolis and enjoys spending time outdoors with family and friends. Outside of the office, she loves being active and making the most of time spent on the water and outdoors whenever possible.