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Kay Kemp

Kay Kemp

Director of SME Services

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EDUCATION

BS, Finance and Marketing, Upper Iowa University

BIO

Kay is responsible for leading and managing vital teams including paraplanning, Financial Planning, Accounting & Tax and Estate/Advanced Planning. Focusing on promoting continuous improvements and knowledge development in conjunction with initiatives of the firm from a project management perspective. Kay joined the firm with over 30 years of financial services industry experience.

JOINED FIRM

2024