Kylie began her career at Bernicke in paraplanning before moving into Operations, where her work spans financial planning support, client service, and estate planning.

As part of her estate planning role, Kylie works directly with clients to understand their goals, serve as a resource for education and questions, audit and organize their estate asset information, and coordinate follow-up throughout the planning process. She earned her Certified Estate Planner (CEP®) designation through NICEP and is continuing her education toward the Master Certified Estate Planner (MCEP®) designation.

Her colleagues would describe her as detail-oriented and practical, with a sense of humor that finds its way into almost any situation. She brings warmth and persistence to her work and enjoys being someone others can count on.

Outside the office, Kylie enjoys spending time with family and friends, reading, camping, and being outdoors whenever she can.

Certifications, Licenses, and Registrations

• Certified Estate Planner

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.