As a second generation financial advisor, the investment fundamentals and discipline we share with our clients are deeply rooted in Kalley. Before joining RBC Wealth Management in 2011, she spent three years working with the Veterans Benefits Administration (VBA), where her duties focused on administering, supervising, and performing quasilegal work involving claims for disability compensation, pension, and other VA benefits. Through working for the VBA, Kalley also has experience working with the Social Security Administration, along with reviewing cases that involved Medicaid and Medicare.
Utilizing a goals-based wealth planning approach, Kalley focuses on helping clients put all of the pieces of their financial picture together into one cohesive plan. She also focuses on asset protection planning through life insurance and long-term care insurance registrations.
Kalley lives in St. Louis Park with her husband, Ben, and their son, Gavin. As an avid reader, she can often be found with a book in her hand and will always be up for a conversation about what you’ve been reading lately. She loves spending time with her family and is a huge travel enthusiast, with her favorite destination (so far) being Iceland.
