Kylar Gee

Background

About Kylar Gee

I believe that financial planning is more than just crunching numbers and managing money, I believe it’s about empowering people. It’s about helping a couple buy their family’s first home. It’s about seeing the smile on their faces when they’re able to put their children through college. It’s about helping them retire comfortably after 35 years of hard work. At the end of the day, I love interacting and connecting with people. Whether it’s one-on-one or in a group setting, I love meeting new people, asking them questions and finding out what they’re passionate about. I want to know what makes them tick. I feel that when you really understand someone, that’s when you can truly be of service to them and craft your advice to meet their needs. I feel that my experience, education and skill sets have prepared me to thrive, both as a team member or in a leadership role. While, I love the challenge of being independent, where my only limitations are my own efforts, I also love the camaraderie of being a valued member of a team.