Kali Rogers, Director of First Impressions
Kali’s responsibility at InVestra 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 your policies are properly funded to match your expectations and provide the maximum amount of value for you and your family. 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.
As one of InVestra’s on-staff Insurance Consultants, Kali’s role is to review your policies and ensure that everything you have in force is not only well-built, but that it’s the most suitable option possible for you and your family. As our lives change, our health changes, and so do insurance products. Even seemingly little things like losing a bit of weight or quitting smoking may qualify you for a better underwriting class! By conducting reviews, we ensure you’re getting as much value as possible.
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, sailing, and playing the music of the classical genre on the piano.
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 planning, asset management, estate, tax 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 1-833-880-7878.
Kali Rogers
Director of First Impressions
Kali Rogers
Director of First Impressions
Kali Rogers, Director of First Impressions
Kali’s responsibility at InVestra 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.
Additionally, 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 planning, asset management, estate, tax 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 1-833-880-7878.
