General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
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.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
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