Kaylyn Bugay, EA, AFC®, ChFC®
Associate Wealth Advisor and Tax Advisor
Kaylyn is an Associate Wealth Advisor and Tax Advisor with Financial Insights. She is a Chartered Financial Consultant®, an Enrolled Agent and a Candidate for CFP certification and has been a personal finance enthusiast her entire life. Though it may be hard to believe, she genuinely enjoys researching tax law and preparing tax returns. She is accredited as a Financial Counselor, a designation that helps to inform her interaction with clients so that client education is at the forefront of all she does. Kaylyn cares deeply about developing long-term client relationships and works to ensure that her clients’ outcomes are aligned with their expectations across all areas of their financial lives.
Kaylyn has been a military spouse for nearly 20 years and moved to beautiful Washington in 2020 on final PCS orders. Because of her military affiliation, she loves working directly with servicemembers and their families and has an in-depth knowledge of the financial issues and opportunities that arise from military service. She and her husband have a daughter who is soon to graduate high school and a son who, like his dad, is a proud member of the Air Force. They own two rescue dogs and six chickens and hope to travel to Ireland one day.
Education
- BA in Finance from the University of Alaska Anchorage
- Enrolled Agent
- Accredited Financial Counselor®
- Chartered Financial Consultant®
Professional/Community
- Member National Association of Enrolled Agents
- Member Association for Financial Counseling & Planning Education®
When Not Working
- Knitting
- Gardening
- Reading
- Camping
- Traveling