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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."
Kiersten serves as the Client Service Associate for Will Palmer at our Fort Myers Office. With over 20 years of experience across various sectors, including private and public, law firms, and real estate, she brings a wealth of expertise to Coyle Financial. Kiersten is dedicated to fostering strong relationships with clients and the community.
Beyond her professional role, Kiersten finds joy in spoiling her three dogs and indulges her passion for travel, beach outings, and boating in Florida's waters alongside her husband.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.
