PLYMOUTH, Minn. (Aug. 11, 2020) – MRK Financial Solutions has hired Sarah Kyles as a financial advisor at its corporate headquarters in Plymouth – one of two Minnesota locations for the firm, which recently expanded into Wisconsin with a third office in Amery.
For more than a decade, Kyles worked for Wells Fargo in a variety of roles – from credit manager and sales specialist to financial consultant and analyst. In her most recent role as financial analyst, she was responsible for analyzing credit information, conducting in-depth reviews of financial statements and assessing risk. Kyles graduated with Bachelor of Science degree in Finance from St. Cloud University. She has completed her series 7 and 66 licenses and is working to obtain the CERTIFIED FINANCIAL PLANNERTM designation.
“Sarah is intelligent, approachable and always conducts herself with the highest level of professionalism” said Justin Prescott, CFP®, financial advisor and partner at MRK Financial Solutions. “Her depth of knowledge and genuine care for clients’ well being make her a tremendous asset to our team.”
As a financial advisor for MRK, Kyles will help clarify clients’ financial goals, risk profile and lifestyle needs before developing a detailed, long-term plan that aligns with those priorities. In addition to spearheading financial planning, MRK financial advisors manage clients’ investment portfolios, evaluate insurance policies and collaborate with accounting partners to maximize tax benefits available to clients.
About MRK Financial Solutions:
Founded in 1989 by Michael Kobs, MRK Financial Solutions specializes in comprehensive financial planning for business owners, entrepreneurs and growing families. Plans are customized to clients’ unique goals and address other key components of financial success such as cash flow and debt management, saving for retirement and education planning. The firm also advises businesses on selecting and administering qualified retirement plans for their employees, and serves as a collaborative partner with accountants, fellow advisors and other financial professionals in clients’ lives. For more information, visit mrkfinancial.com.