Jessica Callaham, Operations Manager

Client Vision

Jessica Callaham is our Operations Manager. She is responsible for ongoing daily account administration and office management and works closely with our clients to provide comprehensive service of their investment accounts. Over her 10+ years in office management, she has delivered results-oriented customer service through her proven ability to manage, build, and develop a high performance organization. She is a customer advocate who builds trust and integrity with clients resulting in long-term relationships.

Jessica joined Karen Lee and Associates, LLC and Integrated Financial Group in winter of 2014. Prior to joining Karen Lee, she worked as a Team Leader and General Manager of Regus Business Centers.

Areas of Expertise

Client Service – Jessica’s primary goal is to provide clients with outstanding service and administrative support. Her willingness to serve others helps her appreciate the uniqueness of each client’s situation and to provide them with the attention they deserve.

Operations Manager - Keeping the office running smoothly allows our financial advisors to focus on our clients.

Outside the Office

Jessica enjoyes working with her husband Steve, who is also a member of the IFG Consortium. They live in Alpharetta, GA and have two children, Ryan & Madeline. In Jessica's free time she enjoys tennis, golf, cooking, and spending time with family.

“I believe the only way a person can truly do good work is to love what they do. I feel blessed every day because I am surrounded by fantastic clients and a great team.” - Jessica Callaham

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About Us

You can be sure you are working with someone who has passed a stringent vetting process.

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We use a variety of insurance
and investment vehicles to
help you implement your
planning strategies.

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In The News

Karen Lee is a frequent guest
on CNN Newsroom and her 
articles have appeared in
many publications.

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