I take pride in being part of such an experienced, professional team. Getting to watch clients make strides toward a prosperous future makes for a very gratifying career. Kaylee Hale

Receptionist/Administrative Assistant

Kaylee Hale

Receptionist/Administrative Assistant

Kaylee’s Story
Kaylee joined CenterBridge Planning Group in April of 2018, bringing with her an abundance of experience in customer service and client relations. In her role as Receptionist/Administrative Assistant, she is responsible for welcoming clients to the Syracuse office, helping plan the firm’s client and charity events, providing website updates and assisting clients with their online login credentials. She places great value in developing secure, lasting relationships with clients, and finds it to be the most rewarding part of her job.
About Kaylee
Kaylee is a Syracuse native and currently resides in the Liverpool area. She likes to spend her time honing her skills as a musician and vocalist. She plays multiple instruments including the piano, guitar, bass, and ukulele. She has worked with multiple local Syracuse bands, featuring her vocals on two hard rock albums. She enjoys camping, hiking, playing pool and spending time outdoors with her Chihuahua, Josie. She hopes to one day open a successful canine rescue facility to give abandoned dogs a second chance at life.
Contact
P: (315) 760-3375 Opt. 0

E: khale@centerbridgepg.com

Meet the rest of the team.

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

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