Kailee Hicks, FPQP™
Paraplanner/Client Service Associate
Kailee Hicks is a Paraplanner and Client Service Associate with Legacy Wealth Partners. She assists with financial plans as well as provides support to clients and advisors. Her primary responsibilities involve supporting the advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinating marketing events.
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.