Kyndal’s Approach
Kyndal E. Jordan
CPA, MS
Manager of Tax & Consulting
Overview
Kyndal Jordan serves as a manager of Tax & Consulting, focusing on individual and pass-through entity taxation while working out of our Huntersville, North Carolina, office. She began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
A Certified Public Accountant (CPA), Kyndal brings a strong public accounting and wealth management background, with a career that began in 2017 at WithumSmith+Brown. In 2022, she joined Exencial, where she progressed to tax manager.
She works closely with financial advisors and clients to support tax-efficient strategies, address complex tax matters, and coordinate planning across individual, pass-through entity, and multistate tax considerations. Her collaborative approach helps align tax planning with broader financial goals, including long-term wealth and cash flow planning.
She holds a bachelor’s degree in accounting from the University of Central Florida in Orlando and a Master of Science (MS) in public accounting from Bay Path University in Longmeadow, Massachusetts. Kyndal is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Away from work, Kyndal enjoys traveling, music, gaming, and cheering on her favorite sports teams. She also values time with family and friends and with her two mini dachshunds, Leo and Josie.
Education
- University of Central Florida
Bachelor of Science in Accounting - Bay Path University
Master of Science (MS) in Public Accounting
Professional Designations
- Certified Public Accountant
- Master of Science (MS)
Affiliations
- American Institute of Certified Public Accountants – member
- Florida Institute of Certified Public Accountants – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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