Kailey Vaillant

As an Investments Assistant, Kailey brings a strong foundation of organization, attention to detail, and clear communication to every client interaction. With over 20 years of customer service experience, she has developed a deep understanding of how to support clients with professionalism, efficiency, and care. Kailey is highly motivated and takes pride in creating a smooth, reliable experience for both clients and advisors. Kailey was drawn to this role through her passion for financial education and her desire to help others feel more confident in their financial journey. She values being part of a process that empowers clients to make informed decisions about their future and is committed to contributing in a meaningful and supportive way.

In her role, Kailey processes a variety of client transactions, including deposits, withdrawals, and transfers, ensuring each is completed accurately and in a timely manner. She maintains detailed and up-to-date client records, supporting both compliance and organization across accounts. Kailey also monitors client accounts for updates or required action, helping to ensure that nothing is overlooked and that clients receive proactive, attentive service.

Outside of work, Kailey enjoys staying active and connected to nature. She loves hiking, kayaking, paddle boarding, and camping, and especially enjoys spending time with her dog, who is always ready for the next adventure.