Certifications: CFP®
Kaylyn Adams joined Evensky & Katz/ Foldes Wealth Management in June 2017 and at present is a Senior Financial Advisor assisting with client relationships to help individuals, families, and institutions achieve their investment and financial planning goals. Her routine activities include preparation of financial plans, investment policy statements, reports, and implementation of client accounts.
Ms. Adams is a Certified Financial Planner™, with an education from Texas Tech University, where she graduated with an accelerated bachelor’s to master’s degree in personal financial planning in December 2017, along with a graduate certificate in charitable planning. Kaylyn completed the CFP® process in July of 2019.
Kaylyn was born and raised in Lubbock, Texas, and continues to live in Lubbock. She enjoys traveling, sports, and spending her free time with friends, family and her dog, Ellsie.
Reflecting on my collegiate years, I already had a passion for community outreach, specifically supporting those who were not confident or empowered in their personal relationship with money. I was a part of a peer-to-peer organization, Red to Black, at Texas Tech University, where I volunteered to coach my fellow classmates with the goal of…
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