Sheila Kaul

Administrative Assistant

Sheila has been in the insurance and financial services since 2001.

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 needed when working with your financial future.

Sheila’s main roll with the firm is to timely ensure the processing of account opening from beginning to completion. Scheduling appointments, the organization of events and seminars, and general office duties to support the needs that the office of a Financial Planner requires. She also provides support with customer service related matters, i.e. change of beneficiary forms or change of address

Phone 719.302.3004
Fax 719.428.3067