Kyle Jones-Leaderman serves as Director of Case Design at Phylax Legacy Advisors. With a focus on ultra-high-net-worth planning, Kyle bridges the gap between client objectives and sophisticated plan design. Kyle’s core areas of specialization include inforce insurance portfolio analysis; designing, cash flow modeling, and implementing insurance solutions; and providing plan management.

Kyle graduated from The George Washington University with a Bachelor’s in Business Administration, with a dual concentration in finance and international business. A CERTIFIED FINANCIAL PLANNER® and FINRA Registered Representative (Series 7 and 66), Kyle’s 15+ years of case design experience allows her to navigate the unique requirements of families with complex, multi-layered financial footprints.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.