"Clients don’t care about money—they care about what money allows them to do."

–Kalie Baucom, Financial Advisor

As a professional Financial Advisor, I focus on building relationships with my clients and asking the right questions to better understand their goals and concerns. I use this information to tailor an investment strategy and Financial Roadmap for each client.

The foundation of my process centers around a powerful, dynamic Financial Roadmap that evolves with you.  Creating your personalized Roadmap includes using industry-leading planning tools, advanced technology, and sophisticated investment products and services.  Additionally, I partner with Wells Fargo Affiliates, to offer a full range of wealth management solutions and address complex financial needs.  You’ll enjoy the highest level of personal service along with an uncompromising commitment to integrity and professionalism.

“All you need is the plan, the Roadmap, and the courage to press on to your destination.” –Earl Nightingale