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Kam Schaefer

Kam Schaefer

Client Relations Coordinator

Kam is compassionate, funny, and ambitious; she is also our Client Relations Coordinator. Her duties include answering the phones, greeting clients, scheduling appointments, drawing up paperwork for oncoming clients and currents clients, processing paperwork, running reports and gathering needed information for review appointments. However, her specialty is making clients feel like they have entered a friendly and inviting atmosphere when visiting our office. 

Kam is new to the financial services industry, but her experiences with Habitat for Humanity and the Pinky Swear Foundation have provided groundwork that our clients will benefit from. She holds a bachelor’s degree in Communication Studies from Gustavus Adolphus College which makes her a great asset to the team. 

When not at the office, she loves being outdoors rollerblading, hiking, or enjoying a rooftop patio. Her passion for travel has taken her to Indonesia, Australia, and Costa Rica.


Favorite Movie: Remember the Titans

Favorite Book or Author: “My Sister’s Keeper” by Jodi Picoult 

Favorite Musician: Shania Twain

Favorite Place on Earth: Gold Coast, Australia  

Favorite Shoes: Chaco sandals

Pet: Rescue Miniature Pinscher Terrier Mix named Bentley, Cat named Rudy