Kelli James
About Kelli James
Kelli James is a Financial Representative at Modern Woodmen of America, specializing in personalized financial strategies for clients in Southeast Missouri. With a background in Radiologic Technology, she has over 15 years of experience in healthcare and has been providing financial services since 2018.
Work at Modern Woodmen of America
Kelli James has served as a Financial Representative at Modern Woodmen of America since 2018. In this role, she specializes in creating personalized financial strategies for members in the Greater St. Louis Area. Her work involves providing financial services through MWA Financial Services Inc., which is a subsidiary of Modern Woodmen of America. Kelli ensures that all services comply with the standards set by FINRA and SIPC, focusing on delivering financial security and fraternal benefits to her clients.
Education and Expertise
Kelli James studied at Southeast Missouri Hospital College of Nursing and Health Sciences, where she achieved a degree in Radiologic Technology/Science, specializing as a Radiographer. This educational background contributes to her analytical skills and attention to detail, which are essential in her current role as a Financial Representative. Kelli applies her knowledge to develop comprehensive financial plans that address the unique needs of her clients.
Background
Before joining Modern Woodmen of America, Kelli James worked at Saint Francis Healthcare System as a Radiologic Technologist for 15 years, from 2003 to 2018, in Cape Girardeau, Missouri. This extensive experience in the healthcare field provided her with a strong foundation in patient care and communication, skills that she now utilizes in her financial services career.
Financial Planning Approach
Kelli James employs a comprehensive approach to financial planning. This includes defining goals, conducting financial assessments, and making adjustments to plans over time to ensure they remain aligned with her clients' needs. Her methodology emphasizes the importance of personalized strategies, allowing her to effectively support members in achieving their financial objectives.
Community Involvement and Support
Kelli James places a strong emphasis on community involvement and support in her financial services practice. She focuses on providing fraternal benefits that enhance the financial security of her clients while fostering a sense of community. This commitment to community engagement is a core aspect of her role at Modern Woodmen of America.