Kaylee Urbanek
I have always loved working with numbers and solving complex problems, and financial planning perfectly combines both of those passions while giving me the opportunity to make a positive impact on people’s lives. I focus on building comprehensive retirement plans that provide clients with more clarity for their financial future.
Before joining the team at Curran Financial Partners, I spent time at a local firm in my home state of Wisconsin as a wealth management associate and a financial planning operations associate. I graduated from the University of Wisconsin with a degree in personal finance and a certificate in entrepreneurship. I have passed the Series 65 securities exam and hold life, accident and health insurance licenses.
I moved from Wisconsin to Mount Pleasant, South Carolina. Outside of the office, I’m an energetic person who loves to stay active and explore. You can usually find me traveling, relaxing at the beach, working out or attending live music events. Above all, I cherish any opportunity to spend quality time with my family and friends.
