CFP®
Financial Advisor
With a commitment to continuous learning and growth, and guided by the principle that knowledge is the foundation of financial well-being, I am dedicated to providing insightful guidance and support to help clients navigate their financial journey with confidence.
Kyra is a financial advisor in Savant’s Middleton, WI office on the University Wealth Management team.
As a CERTIFIED FINANCIAL PLANNER® professional, Kyra is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Kyra has been involved in the financial services industry since 2022. Prior to joining Savant, she completed an internship with a large investment advisory firm.
Kyra earned a bachelor of science degree in personal finance with a financial planning option from the University of Wisconsin-Madison.
A native of Green Bay, WI, Kyra loves reading, traveling, and hiking.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.