As an Account Manager, Calvin is responsible for helping current clients understand their account statements, take distributions, and prepare account maintenance paperwork. His responsibilities also include managing day-to-day communication with current clients and performing various administrative tasks around the office.
Calvin earned a Bachelor of Science in finance and a Bachelor of Science in economics from the University of Central Missouri.
In his free time, Calvin enjoys following sports, golfing, playing board games, and spending time with his wife, Neely.
