Kyra leads the firm’s client service and onboarding functions, guiding teams and clients through the transitions that come with firm growth and acquisition. In her role, she oversees a nationwide team of leaders and client service professionals, drives firmwide service strategies, and partners across departments to enhance operational efficiency and strengthen the client experience.

With more than a decade of experience in the wealth management industry, Kyra specializes in onboarding strategy, process improvement, change management, and team development. She finds the most meaning in work that moves things forward, improving how the firm operates while developing the people doing the work. With a focus on thoughtful collaboration, Kyra creates structures that empower the team to thrive while ensuring clients receive responsive, high-quality support tailored to their needs.

Outside of work, Kyra enjoys spending time with her husband, their two daughters, and their German Shepherd, Thor. Based in Florida, she takes full advantage of the outdoors through bike rides, pool days, and exploring local restaurants and attractions.