Kalli Bishop joined the CUE Financial Group team in 2023 and serves as a key member of the client experience team. As the primary point of contact for many of our clients, she plays an integral role in scheduling, processing transaction requests and money movements, managing account maintenance, and preparing forms and reports. Kalli also supports new client onboarding and ensures seamless communication between clients and their advisory teams. She is currently completing her licensing requirements and holds a degree from Grand Canyon University. Her dedication to delivering attentive, reliable service reflects CUE’s commitment to putting clients first.
Outside of the office, Kalli enjoys reading, hiking, and spending time with her two cats, Pip and Pibb.