With a commitment to continuous learning and growth, and guided by the principle that knowledge is the foundation of financial well-being, I am dedicated to providing insightful guidance and support to help clients navigate their financial journey with confidence.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562

608-836-3600

Kyra Adrian serves as a financial advisor in Savant’s Middleton, Wisconsin office, where she works with the University Wealth Management team to help clients pursue their financial goals. As a CERTIFIED FINANCIAL PLANNER® professional, Kyra is knowledgeable in comprehensive financial planning strategies, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.

Before joining Savant, Kyra completed an internship with a large investment advisory firm. She earned a bachelor’s degree in personal finance with a financial planning option from the University of Wisconsin-Madison.

A Green Bay native, Kyra enjoys reading, traveling, and hiking.

Education &
Designations

University of Wisconsin-Madison
Bachelor of Science in Personal Finance with a Financial Planning option
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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