Kaleigh Shipman Headshot

Kaleigh Shipman

Director of Client Services

Kaleigh is a graduate of St. Petersburg College with a Bachelor’s degree in Business Administration. She comes to us with over 12 years of experience in the financial services industry and is Series 7 and 66 licensed.

Kaleigh has a passion for providing first-class service and teaching others about basic financial principles. As our Manager of Operations, Kaleigh oversees the operations team to help ensure we are providing a high level of client service. Her primary focus is on efficiency, discretion and most importantly, deeply caring for our clients and their financial well-being.

Kaleigh and her husband, Brent, live in South Huntsville. In their free time, they enjoy traveling (especially to MLB stadiums!), serving at church, and recording music together.

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We look forward to discussing your short and long term financial goals.

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