Kayleen Verbeck

Kayleen Verbeck is a Financial Planning Associate at Churchill Management Group, where since July 2015, responsibility includes collaborating with the director of financial planning to create comprehensive financial plans for clients with net worths between $2 million and $50 million. Proficient in using NaviPlan financial planning software, Kayleen develops detailed plans, graphs, and charts to present various financial scenarios to clients. Previously, Kayleen served as an Office Manager at GEC from May 2012 to December 2013, handling payroll, accounts payable, accounts receivable, and human resources functions. Additionally, Kayleen has a background in human resources from tenure at Pacific Collision Centers from August 1997 to April 2010 and is an alumnus of Fullerton College.