Meet Kira
Kira, our Client Service Associate, is dedicated to ensuring a positive experience for all our clients. With her unwavering commitment to delivering exceptional support and her proactive approach to producing top-notch work, she is an invaluable asset to our team.
Hailing from Austin, Texas, Kira holds a degree in Agricultural Leadership and Development from Texas A&M University. Her professional journey is marked by a diverse range of experiences, all of which have honed her skills in providing outstanding client assistance.
When she’s not at work, Kira finds joy in the culinary arts, spending time in the kitchen creating delicious meals, and indulging in her favorite TV shows. She also maintains an active lifestyle, engaging in activities like fishing, hunting, and golfing. Her lovable 2-year-old Basset Hound named Hank keeps her on her toes. In the future, Kira aspires to fulfill her dream of opening a fried chicken food truck.
How Kira Supports Our Clients
I’m a senior investor, retiree, or near-retiree. How does Kira support my goals?
- Ensures account paperwork is clear, easy to understand, and accessible
- Coordinates document delivery through mail or secure channels based on your preferred communication methods
- Provides personalized support over the phone or through written correspondence to address any questions or concerns
- Helps navigate complex financial forms and documents, providing step-by-step guidance
- Promptly processes account updates and changes including beneficiary updates, address changes, or account closures
- Streamlines paperwork processes by implementing digital forms and electronic signatures
I’m working toward wealth accumulation, supporting my family, and/or making the most of new experiences and adventures. How will Kira support my objectives?
- Offers flexible communication channels such as email, phone, and video calls to accommodate individual preferences
- Provides proactive communication regarding account updates, important deadlines, and any necessary actions
I’m new to investing and looking to learn more while I create a plan. How does Kira support me?
- Digitizes account paperwork and implements digital document management systems
- Offers online self-service options for updating account information and making transactions
