Kaye’s Approach
Kaye H. Tahiliani
Financial Advisor / Member Owner
Overview
Kaye Tahiliani is a financial advisor in our Huntersville, North Carolina, office and has more than 15 years of experience in the financial services industry. She began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Before she began working at Exencial in 2017, she worked for TIAA-CREF’s Individual Advisory Services and at Ameriprise Financial as both a registered support assistant and a financial advisor. Kaye has extensive experience with holistic financial planning and works with clients to identify and implement strategies that meet their unique needs and objectives. This financial planning process involves providing solutions that include investment guidance, retirement income strategies, and generational wealth and legacy planning.
Kaye graduated from Ithaca College in New York with a bachelor’s degree in sport management and a minor in business finance. She worked for the Baltimore Ravens immediately following graduation and completed an internship with the United States Olympic Committee. Kaye is still a passionate sports fan, traveling regularly during the summer months to compete and coach the growing sport of beach volleyball. She resides in Huntersville with her husband, Verun, and their son, Julian.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Ithaca College
Bachelor of Science in Sport Management, minor in Business Finance
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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