Client Experience Specialist and Financial Paraplanner
Kiley helps organize and coordinate the team through administrative support. She handles communication between clients, advisors, providers, plan administrators and employees. As a paraplanner, Kiley works alongside financial advisers to assist and prepare financial plans and reports.
Kiley graduated from the University of North Florida with a Bachelor of Business Administration in finance and a minor in economics. During college she was awarded President’s Honor Roll, Dean’s List, and was invited to the Honor Organization in Accounting and Finance luncheon twice. She is a member of the sorority Alpha Phi which supports and raises money for women’s heart health. Kiley enjoys playing soccer, having played in the youth soccer world cup and on a division 1 team freshman year of college. She also enjoys running and snowboarding. Kiley has traveled to nine different countries and plans to continue traveling.