Cally Elkin
Client Relationship & Service Associate @Lifetime Financial Growth
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WORK HISTORY
Client Relationship & Service Associate @Lifetime Financial Growth
Indianapolis, IN, US
I am the Client Relationship & Service Associate for Apex Financial Strategies, located in the Lifetime Financial Growth (LFG) Indianapolis office. My focus is assisting financial advisors to help better serve their clients as they continue to grow the business. As the first line of contact for clients, I aim to ensure a smooth and easy experience, whether a tenured client or just beginning the onboarding process. My credentials include Series 6, Series 63, and Series 65. I hold a bachelor\'s degree from Ball State University and a Master’s degree from the University of Denver.
EDUCATION
Ball State University
Bachelor of Science, Psychology
University of Denver
Master of Arts, Sport Coaching
SKILLS
ABOUT CALLY ELKIN
My focus is assisting financial advisors to help better serve their clients as they…
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