People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

Understanding our clients’ needs and goals is crucial to providing them with exceptional client experience.

Sarah Kyle, CPA

Client Service Associate

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As a Client Service Associate at The Colony Group, Sarah assists a team of wealth advisors with the day-to-day transactional needs of our clients, monitors portfolio performance, and prepares the advisors and clients for productive review meetings. Her desire to help clients meet their financial goals and create lasting relationships is what led her to the wealth management industry.

She has an acumen for numbers having passed all four parts of the CPA exam while in school and on the first try; something that she considers one of her greatest personal achievements.

Prior to joining The Colony Group, Sarah worked as a corporate accountant for a publicly traded real estate investment trust. She attended Rhodes College in Memphis, Tennessee, where she earned a Bachelor of Arts in Business and a Master of Science in Accounting.

Outside of the office, she enjoys traveling, playing tennis, and spending time with family and friends. Sarah is proud of Colony’s Her Wealth® initiative and their mission to educate and empower women about their wealth.