Kaliko Veiseh

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I’ve always been a numbers person. Even as a teenager, I loved balancing my checkbook down to the penny. But I also live to help people–I spend a lot of my free time volunteering with local organizations. My love of numbers and forming relationships is why I became a financial planner. Financial planning is a very personal thing - we ask you to reveal intimate details about your money and life. It’s a leap of faith to work with a new planner but with the right fit, we can make a big impact. My goal would be to not only help someone in the present day, but in every life event going forward.