Paraplanner

Kaylyn Adams

Kaylyn Adams Biography Photo
Certifications:

CFP®

Kaylyn Adams

Kaylyn Adams joined Evensky & Katz / Foldes Financial Wealth Management in June 2017. She is currently a paraplanner supporting the financial advisors with client relationships, preparation of financial plans, investment policy statements, reports, and implementation of client accounts.

 

Kaylyn attended Texas Tech University and graduated with an accelerated bachelor’s to master’s degree in personal financial planning in December 2017, along with a certificate in charitable planning. Kaylyn completed the CFP® process in July of 2019.

 

Kaylyn resides in Lubbock, Texas, and enjoys spending her free time with friends, family, and her dog, Ellsie.

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