Sheila Kaul

Client Relations and Operations Associate

Sheila brings to Mont Wealth Financial Advisors 19 years of experience in the financial services industry.

From 2001 to 2017 Sheila held the position of Administrative Assistant and Office Manager to a Financial Services Representative specializing in Retirement Planning, Wealth Preservation and Transfer, as well as Business Transfer and Executive Exit Strategies.

Sheila enjoys working with clients and creating lasting relationships to foster the trust and guidance needed when working with your financial future.

Sheila’s main role with the firm is to deliver world class service to its clients. 

Sheila leads the processing of account opening from beginning to completion. Assures account maintenace i.e., change of beneficiary designations, link a new bank account to the investment account, address change, and other. She manages the firm's calendars. Sheila heavily helps with the organization of events and seminars. In addition, she performs the general office duties to support the needs that the office requires. 

 

Phone 719.302.3004
Fax 719.428.3067