Welcome Kyler, class of 2021!
As the Financial Planning intern at Traditions Wealth Advisors, Kyler’s role is to support the development of the key systems and processes that TWA uses to operate efficiently and provide the optimal client experience. Along with Sarah and Brien, he conducts research, analysis, and review of the clients’ financial plans to assist them in achieving their life goals. Kyler’s main areas of interest within the Financial Planning process are portfolio management, retirement planning, and risk management.
Kyler is entering his final year here at Texas A&M and will graduate in May of 2021 with his Bachelor’s degree in Agricultural Economics and a minor in Financial Planning. Upon graduation, Kyler will be studying in preparation for the CFP exam, as well as finding a reputable employer to launch his career with.
On top of working for Traditions Wealth Advisors, Kyler is an active member of the Financial Planning Student Association and is a Financial Planning Ambassador. He has also been a member of the Club Basketball team for the last three years where he served as president last year. In his own time, Kyler enjoys reading books, establishing relationships, and playing basketball with friends.
Leave a Reply.