Kaylee Van Pelt
Retirement Plans Service Associate
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EDUCATION
BA, Finance and Economics, University of Northern Iowa
BIO
As a Retirement Plans Service Associate, Kaylee works closely with the firm's advisors, employers and employees of servicing companies to provide intricate plan details and facilitate communication between all. Prior to joining Financial Integrators, Kaylee worked as a seasonal tax preparer at a CPA firm.
JOINED FIRM
2026