Kylie Felker, CRCP

In her role as COO, Kylie has a strong focus on providing custom solutions for clients through day-to-day management of the firm’s operations. She is responsible for managing and coordinating accounting, human resources, operations, client service and vendor relationships. Kylie also serves as the Chief Compliance Officer ensuring that the firm’s policies and procedures continue to evolve and incorporate the financial industry’s ever-changing regulatory requirements. Kylie’s favorite part of her job is being surrounded by a team of hard-working and thoughtful professionals that are devoted to helping clients, relentless improvement and seek a balanced approach to life.

Kylie graduated from Furman University with a B.A. in Accounting, and jumped right into the world of Financial Services. She was named one of the Best and Brightest by Greenville Business Magazine in 2014 and has continued to strive to make a mark in the Greenville Community. One of Kylie’s greatest accomplishments is founding the Greenville Young Executive Board, which meets monthly to discuss and encourage personal and professional development.

Learn more about Kylie