Meet Kira
Meet Kira, our dynamic Client Service Associate, a native Austinite with a passion for creating extraordinary client experiences. Armed with a degree in Agricultural Leadership and Development from Texas A&M University, Kira brings a unique blend of skills and perspectives to our team.
Having navigated the diverse landscape of Austin’s vibrant restaurant industry, Kira honed her expertise across seven different concepts in the HR field. This multifaceted experience has not only equipped her with a keen understanding of human resources but also instilled in her the ability to thrive in fast-paced, dynamic environments.
Beyond the urban hustle, Kira ventured into the world of Land and Wildlife Management, a realm close to her heart. Collaborating with a specialized company, she played a pivotal role in assisting landowners to secure coveted agricultural and wildlife exemptions. Her passion for preserving the natural beauty of her home state shines through in every aspect of this work.
Commited to excellence, Kira ensures a seamless and positive experience for our clients. Her proactive approach to problem-solving and dedication to delivering exceptional support underscore her role as an invaluable asset to our team.
Outside the professional sphere, Kira is a culinary enthusiast, delighting in cratiing delicious meals in her kitchen. Her palate for adventure extends beyond the dining table to outdoor pursuits such as fishing, hunting, and golfing. A lively 2-year-old Basset Hound named Hank adds an extra dash of joy and spontaneity to her daily life.
Looking ahead, Kira harbors a dream of launching a fried chicken food truck, a testament to her entrepreneurial spirit and love for the culinary arts. With her diverse background and unwavering passion, Kira is not just a Client Service Associate but a force driving positive change and innovation within our team.
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