Kailee Hicks

Kailee Hicks is currently a Client Service Manager and Paraplanner at The Colony Group. Hicks has over ten years of experience in the financial services industry. Kailee began their career as an Administrative Assistant at Legacy Wealth Partners, Inc. and was quickly promoted to Client Service Associate. In 2018, Hicks was promoted again to Paraplanner / Client Service Associate. In 2020, Hicks was promoted to Relationship Manager & Paraplanner. Hicks has a great deal of experience in client service and paraplanning and is an asset to The Colony Group.

Kailee Hicks has a Paraplanner Designation from the College for Financial Planning and a Bachelor's degree in Business/Commerce, General from California State University Channel Islands.

Kailee Hicks reports to Stephen R. Stelljes, Senior Wealth Advisor & President of Client Services. Kailee Hicks works with Dominica Bonanno - Director, Operations, Mark Winecoff - Client Service Associate, and Brittany Garber - Client Service Manager.