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Kailee Hicks, FPQP™, CDFA®

Kailee Hicks, FPQP™, CDFA®

Relationship Manager/Paraplanner

Kailee Hicks is a Relationship Manager and Paraplanner with Legacy Wealth Partners. She processes investment transactions and performs client account administration, including opening new accounts, distribution requests, and account transfers. In addition, she works with David Tracy on developing and updating financial plans.

Kailee graduated from California State University Channel Islands with a bachelor’s degree in Business. She currently resides in Thousand Oaks with her husband and daughter.