Kylie A. Roman, CFP®, AEP®

Kylie Roman joined Lewis Wealth Partners in 2014, became a partner of the team in 2018, and served in various roles before her current position as a Financial Advisor, including Registered Client Service Associate and Portfolio Management Officer. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional, Kylie takes a goals-based approach to relationships and investment management.

Originally from Pittsburgh, Kylie travelled south for college and earned a BS in business, with a concentration in finance, from Virginia Tech in 2011. She’s currently an active member of the Richmond Estate Planning Council and am involved in many local charitable causes. In her spare time, she enjoys spending time on the river with her black lab, Rooney, travelling, attending barre classes, and watching football—go Steelers and Hokies!

After college, Kylie worked for Northwestern Mutual as both an investment operations specialist and associate director of Network Office Supervision. She holds her Series 7 and 66 securities registrations and variable life, health, and annuity licenses.