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Some describe Kaliko as the “glue” that brings others together. She has been using this “glue” for years, building long-term relationships with many of our clients. “Financial planning is very intimate; it is almost necessary for clients to reveal everything about themselves to allow for the most appropriate planning for them. Trust and integrity are very important to the way I approach my client interactions.”.

As we enter the new year, we highlight our newest Financial Advisor, Ben Hicks. Before working at Soundmark, Ben built a successful career in the banking industry, managing banking needs for clients that included Soundmark Principal Bill Schultheis.