Kaylie Wise is a Financial Advisor based in Bluespring Wealth’s Cincinnati office. She helps keep the financial planning process organized and moving forward by gathering information, coordinating with other professionals, managing paperwork, and ensuring important details are handled accurately and efficiently. Just as importantly, she strives to make clients feel welcomed, heard, and comfortable throughout the planning process.
Kaylie’s passion for financial planning began at the Center for Financial Success at Western Kentucky University, where she provided personalized financial coaching to students, faculty, and community members. In her final year, she also served as Outreach Coordinator, leading financial literacy initiatives in underserved areas and helping individuals gain greater confidence in their financial lives.
She earned a Bachelor of Science in Finance from Western Kentucky University along with a CFP Board Registered Certificate in Personal Financial Planning. Kaylie graduated Summa Cum Laude and was recognized as the Ogden Foundation Scholar, the university’s highest student honor. She holds her Series 65 license and is currently working toward her CFP® certification.
Outside of work, Kaylie enjoys spending time with friends, hosting dinner parties, traveling, and staying active through yoga and Pilates. She has a goal of visiting all seven continents and shares her home with her cat, Finnick, who was named after a favorite character from The Hunger Games series. Above all, Kaylie is driven by a desire to help people feel more confident and supported in one of the most important areas of their lives.