Kailey Hanson

Client Servicing Team Lead

Kailey is a knowledgeable Client Servicing Specialist Team Lead, known for her dynamic spirit and meaningful contributions to the team. She helps lead the team that works closely with various custodians to help streamline the retirement planning process for the families and individuals we serve. Her role includes providing essential information, answering questions, and ensuring all documentation is in place to support a well-coordinated transition into retirement. Kailey enjoys helping her team fit together the complex pieces of retirement planning and takes pride in supporting the development of a customized retirement plan.  

She has passed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. She holds life and health insurance licenses.   

Born and raised in Ankeny, Kailey is a proud alumna of Central College. Outside of work, she enjoys spending time outdoors, attending yoga classes, and exploring new culinary experiences with her husband. Kailey’s zest for life, paired with her professionalism and attention to detail, shows in both her work and the care she brings to the families and individuals we serve.