Kiley’s career began in education, where she taught geometry and college-level mathematics and developed a talent for making complex ideas clear and approachable. She brings that same clarity and care to her work in financial planning, where she is committed to delivering thoughtful guidance and meaningful impact to our clients.
Kiley is a CFP® professional and holds the ChFC® designation. She is also an Enrolled Agent (EA) for taxes. She carries insurance licenses for life, accident, health, and variable annuities, along with FINRA Series 7 and 63 registrations through LPL Financial. She graduated from Saginaw Valley State University with a Bachelor of Science in Mathematics.
With more than 11 years of experience, Kiley specializes in executive compensation, tax strategy, and all core areas of financial planning. In addition to her client-facing work, she plays a key role in managing firm operations at Waggoner. Kiley oversees major departments such as Tax & Accounting, Human Resources, Sales, Marketing, and Software, ensuring seamless operations and providing essential support to the team. She also fosters collaboration across departments, helping teams work together efficiently to deliver high-quality results for clients.
Together with Eric, Kiley has helped build a team and a growing business rooted in trust, education, and high-quality service. Outside of work, she enjoys hiking, traveling, running half marathons, and spending time with her husband, their two children, and their dog, Ted.