Meet Calli Case, CFP® One of BKP's New Lead Planners!
Favorite finance hacks: compounding Interest
Favorite financial topic to help clients with is: budgeting and long term savings
Loves working with clients who: are not afraid to admit they are overwhelmed and need help!
Something that surprises people about me is: I’m a big fitness and health buff
All-time favorite trip hack: always compare and then buy flights on an incognito web browser. Prices will automatically increase from the data saved if you search over and over on the same browser.

Calli is the rare breed of Financial Planner who discovered she wanted to pursue this career path in college and attended a university with a dedicated Financial Planning department. Calli had known she wanted to pursue a business-related degree, but was unsure of the exact route she wanted to take. After narrowing her choices to accounting or math, and finding her calculus and statistics classes to be both invigorating and fun (yes, that does make her a nerd), she was well on her way.