MELANIE KOHLER

Jessica Callaham

Financial Advisor and Manager of Operations

Karen Lee and Associates

GET IN TOUCH
Jessica Callaham

CLIENT VISION

Jessica Callaham of Karen Lee and Associates, LLC in Atlanta, Georgia, is a financial advisor with over a decade of experience in the finance industry. She joined Karen Lee and Associates in 2015 and takes pride in the relationships she has built, servicing clients throughout the years. Jessica enjoys helping clients take the guesswork out of answering tough questions like, “How much should I be saving, and where should I invest to meet my goals?” “When can I retire?” “What is the best way to use my assets to supplement income in retirement?” “How do I protect my family from running out of money?” Her approach regarding financial planning is: “Every client situation is unique, and it is my job to offer customized attainable solutions no matter where someone is in their financial journey.” The most challenging obstacles we help clients overcome are managing emotions around investing and assisting clients to adopt new behaviors to support their success in the future.

AREAS OF EXPERTISE

  • Comprehensive Financial Planning
  • Cash Flow Management
  • Wealth Accumulation
  • Liquidation Strategies
  • Operations Management

EDUCATION/CERTIFICATION

  • Attended University of West Georgia
  • Passed Securities Industry Essentials Exam (SIE®)
  • Obtained Series 7 & 66 licenses (held through LPL Financial)
  • FINRA ID: 6447373

OUTSIDE THE OFFICE

Jessica lives in Alpharetta with her husband, Steve, and two dogs, Cooper and Chloe. They also have two adult children close by, Ryan and Madeline, with whom they enjoy spending family time. Jessica keeps busy outside work with her neighborhood tennis team, social groups, and church activities. She is serving a three-year term as an elder on the adult discipleship council at Roswell Presbyterian Church and is happy when serving others within her community. Jessica’s other hobbies include reading, cooking, pool time, and vacations. 

“I strive to build a close, caring relationship with each client I work with as I want to give my all in helping each family. Really listening and understanding your unique situation is how I work to find attainable solutions that will help you meet your financial goals.”

– Jessica Callaham

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