Kellie is responsible for providing client support relative to account administrative and operational needs. She is also responsible for back office and business operations support.
Kellie earned a Bachelor Of Science degree in marketing in 2004. Prior to joining Integrated Financial Management, she served as an outreach specialist for Southwest Louisiana Area Health Education Center.
Kellie brings a valuable continuity of service to the client investment process and client experience.
Integrated Financial Management, LLC
375 Sam Houston Jones Parkway
Lake Charles LA, 70611
Phone: (337) 312-0920
Securities offered through Securities America Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors Inc. Timothy J. Aguillard, Representative Integrated Financial Management, LLC and the Securities America companies are unaffiliated.
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