Kylie Lanning

Client Service Associate

  • Kylie Lanning is a Client Service Associate with Strata Wealth Advisors. She acts as the liaison between advisors and clients, which includes handling paperwork, service requests, and other account-related inquiries. She strives to provide the best experience possible for clients of Strata.

    Kylie has over 15 years of experience in the financial services industry. She received her Financial Paraplanner Qualified ProfessionalSM certification in 2011. Prior to joining Strata, Kylie worked as a Client Service Representative at Beaird Harris Wealth Management, LLC. Her primary responsibilities included being a point of contact for clients and assisting with client service requests.

    Kylie and her husband Ryan have two children, Eleanor, and Harrison. When not in the office, she enjoys spending time with family and friends.

    Areas of Expertise

    • Client services
    • Account opening and processing
    • Client onboarding