About Kalli
Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach for the FPA, and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.
Kalli’s Role
As director, Kalli strategizes and plans for both Kalli Collective and client marketing plans. If you have a question on becoming a client, adjusting your goals & service plan, or on your invoice then you want to contact Kalli!
About Hayley
Hayley is the perfect combination of organization and creativity to check off any task or solve any problem.
Hayley’s Role
As an account executive, Hayley is involved with both the preparing and executing of your plans. Think of her as your “go-to” person. She’s on your calls. She’s managing your project boards and timelines. She’s gathering all needed documents from you and creating outlines for our team.
Hayley is also an event manager for some of our legacy plans. Coordinating and delegating each task needed to accomplish your perfect event.
If you have a question or edit on your content then you want to contact Hayley!
About Jesse
Jesse has been creating amazing video content for commercial, corporate, and music industry brands for more than 10 years. We’re not talking small potatoes, these are brands and entertainers you’ve heard of like Dolly Parton, Carrie Underwood, and Keith Urban. His refined skill and creative eye allow your story to be told in a way that engages and resonates with your audience.
Jesse’s Role
As both an account executive and video producer, Jesse is involved with both the preparing and executing of your plans and the editing of your videos. Think of him as your “go-to” person. He’s on your calls. He’s managing your project boards and timelines. He’s gathering all needed documents from you and creating outlines for our team.
If you have a question or edit on your video content then you want to contact Jesse!
About Rachel
Rachel has loved drawing since early childhood and has been exposed to a wide range of art, art history, and eclectic music throughout her life. She graduated from California State University Fullerton with a B.F.A. in Illustration, a B.A. in Art History, with a minor in Japanese, and a Museum Studies Certification. Rachel can also speak, read, and write Japanese!
Rachel’s Role
As a creator, Rachel uses the details & goals of your plan to create content designed to achieve your objectives. Rachel works behind the scenes most times, but you may meet her on your calls or hear from her with a content request or question.
About Steven
With a brain full of ideas, a heart full of gumption, and a belly full of gummy worms, Steven Wilber has proven himself adept at helping companies articulate and demonstrate their value through words and design. A graduate of Eastern Washington University, Steven roams the continental U.S. where he spends his days crafting content you’ll love to brag about.
Steven’s Role
As a creator, Steven uses the details & goals of your plan to create content that designed to achieve your objectives. Steven works behind the scenes, but you may meet him on your calls or hear from him with a content request or question.
About Ashley
With a degree in graphic design, Ashley has a knack for bringing stories to life. This Valencia College graduate spent the last year working in the non-profit sector and has a huge heart for using her artistic powers for good.
Ashley’s Role
As a creator, Ashley uses the details & goals of your plan to create content designed to achieve your objectives. Ashley works behind the scenes most times, but you may meet her on your calls or hear from her with a content request or question.
About Ted
.
Ted’s Role
As a creator, Ted uses the details & goals of your plan to create content designed to achieve your objectives. Ted works behind the scenes most times, but you may meet her on your calls or hear from her with a content request or question.
About Patience
Patience is a graduate of Colorado Mesa University with a bachelor’s degree in Mass Communications and Media Studies. Patience loves keeping up with new social media trends (and has since the early age of 11). She also enjoys reading and photography.
Patience’s Role
As a creator, Patience uses the details & goals of your plan to create content designed to achieve your objectives. Patience works behind the scenes most times, but you may meet her on your calls or hear from her with a content request or question.
Employee of the Month every month since 2018, Clementine is our Emotional Support Therapist and the cutest security guard you’ve ever met. She’s responsible for demanding pets in the middle of work sessions, interrupting zoom calls, fetching things you didn’t throw, and removing the recycling from the bin to break it into smaller pieces. We certainly wouldn’t have made it this far without her.
Financial Planning Association
Idea Decanter
Level Best
Financial Planning Association
Idea Decanter
Level Best
Copyright @ Kalli Collective