General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Client Service Associate for the Family Office team, Calista supports daily operations through both written and verbal communication with clients and internal partners regarding account activity. She assists with assembling documentation and facilitates transactions, including checks, ACH transfers, trades, and deposits. Calista enjoys building relationships with clients and gaining a deeper understanding of how family dynamics influence financial goals and decisions across generations.
