Kali Rogers, Client Service Associate & Insurance Consultant

Kali’s responsibility at InVestra Financial is one of engagement: by working closely with clients as a point of contact and connecting client service requests with the appropriate InVestra team members, she’s a critical asset to our team.

Kali will assist you by answering calls, providing information and answering questions about your accounts, and aiding clients with timely needs-based services such as insurance reviews to ensure that their policies are properly funded according to their expectations.

With her crafty, energetic, and relationship-oriented approach to customer service, she takes pride in assisting our clients and their loved ones. She also provides services as a licensed Notary Public for the State of Florida.

In addition to her roles as liaison and Insurance Consultant, Kali is responsible for our marketing efforts, which include the oversight of our digital presence, seminar/webinar and workshop preparation, monthly eNewsletter and blog composition, and client appreciation events.

Kali is a Florida native who graduated from the Parker College of Business at Georgia Southern University with her Bachelor’s of Business Administration in Marketing with a minor in Management and maintains a working knowledge of communications, public relations, and full-stack marketing. In her free time, she enjoys reading science fiction, spending time outdoors, and experimenting in the kitchen.

 

 

Contact Us to find out more about our Financial Management Services.

Subscribe to our Complimentary Financial Newsletter.

Click to find out more on our financial planningasset managementestatetax and retirement planning. Also view our insurance and risk management services as well as our business services.

Ready to get started?

Click here to begin to build a plan for prosperity, or call 1-855-880-7878.

Kali Rogers

Client Service Associate

Kali Rogers

Client Service Associate

Kali Rogers, Client Service Associate & Insurance Consultant

Kali’s responsibility at InVestra Financial is one of engagement: by working closely with clients as a point of contact and connecting client service requests with the appropriate InVestra team members, she’s a critical asset to our team.

Kali will assist you by answering calls, providing information and answering questions about your accounts, and aiding clients with timely needs-based services such as insurance reviews to ensure that their policies are properly funded according to their expectations.

With her crafty, energetic, and relationship-oriented approach to customer service, she takes pride in assisting our clients and their loved ones. She also provides services as a licensed Notary Public for the State of Florida.

In addition to her roles as liaison and Insurance Consultant, Kali is responsible for our marketing efforts, which include the oversight of our digital presence, seminar/webinar and workshop preparation, monthly eNewsletter and blog composition, and client appreciation events.

Kali is a Florida native who graduated from the Parker College of Business at Georgia Southern University with her Bachelor’s of Business Administration in Marketing with a minor in Management and maintains a working knowledge of communications, public relations, and full-stack marketing. In her free time, she enjoys reading science fiction, spending time outdoors, and experimenting in the kitchen.

Contact Us to find out more about our Financial Management services.

Subscribe to our Complimentary Financial Newsletter.

Click to find out more on our financial planningasset managementestatetax and retirement planning. Also view our insurance and risk management services as well as our business services.

Ready to get started?

Click here to begin to build a plan for prosperity, or call 1-855-880-7878.