Kylee
Gibson

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Kylee Gibson

Here to act in your best interests

About me

I started my career in public accounting helping clients in both the auditing and tax realms of their businesses and personal lives. Outside of personal finance, I have a strong passion for fitness and wellness.

Education

Bachelor of Business Administration, Marshall University

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Louisville

3592-101 Springhurst Blvd.

Louisville, KY 40241

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Retirement & Estate Planning

Estate planning guide

Market Insights

Everyday Wealth, Everyday Insights

Financial Planning & Investing

Why the S&P 500 may fail as your portfolio’s benchmark

Financial Planning & Investing

Meet your chief investment officer

Financial Planning & Investing

Many couples don’t discuss their finances in depth

Insurance

7 types of insurance policies you do and don’t need

Market Insights

April Market Insights

Financial Planning & Investing

Growth vs value stocks: Which is better for your portfolio?