Kali Rogers, Client Service Associate

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, setting appointments, providing information and answering questions about your accounts, and assuming the all-important role as the friendly face who welcomes each visitor into our InVestra Financial office. With her crafty, energetic, and relationship-oriented approach to customer service, she takes pride in assisting our clients and their loved ones.

In addition to her role as a liaison, Kali is responsible for our marketing efforts, including 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 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

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

She will assist by answering your incoming calls, setting appointments, answering questions regarding your accounts, as well as the all-important role as the friendly face who greets each visitor to our InVestra Financial office.

In addition to her role as client liaison, she is also responsible for our digital marketing (social media), seminar preparation, monthly newsletter, and client appreciation events.

Kali graduated from the Parker College of Business at Georgia Southern University with her Bachelor’s in Marketing with a minor in Management.

In her free time she enjoys reading, 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.