Our Team

Holly Kylén began her practice in 1986. As a financial advisor, she tailors financial products to help develop sound retirement and pension plans for individuals and companies. Holly focuses on helping employers design defined contribution programs that help employees realize the necessity of retirement planning and that empowering them to actively participate in their employer's plan. With individual clients, Holly takes time to evaluate and understand her client's short-term and long-term needs to create effective financial planning strategies.

Holly is registered with Series 7, 63 and 65 registrations. She has also completed the Life Underwriter Training Counsel Fellowship and is licensed in Life, Accident and Health Insurance.

"As a financial planner I was amazed at how many individuals would come into my office, hand me their 401k enrollment booklet and ask, "What should I do?" At their company's open enrollment meeting, all they were told was to either go thorough the booklet or visit the web site. Often, they couldn't understand half of the information they received.

I realized that my advisors and I needed to reach out to the employers that really wanted to help their employees plan and save properly for their future retirement. That we needed to work with those businesses and their owners to develop open enrollment meetings that would educate their employees on their benefits - meetings that would explain in plain English the realities of saving for retirement. Informing these employees on the ins and outs of their 401(k) plans would help motivate them to map their path towards creating a successful retirement and they then would fully appreciate the benefits their employer was giving them."

Aileen has worked at Kylén Financials since 2007, beginning as a Practice Manager.  This initial role provided a solid foundation in learning the specific processes, philosophy, and importance of financial education. It provided the impetus for Aileen to further her training and education. In 2009, she obtained her license in life, health, and accident, thus allowing her to assist clients in acquiring appropriate insurances, including disability and long-term care.

In 2012, Aileen was promoted to financial representative and serves as a paraplanner and insurance agent as well. In her current role, Aileen provides education and guidance on financial principles, investment philosophy, risk tolerance, and mutual fund portfolio strategies. She also enjoys working with individuals and couples in establishing budgets to support their long-term goals. Aileen also holds security registrations (6 and 63) and is a notary public. 

Prior to working at Kylén Financials, Aileen held two administrative positions for community- and nationally-recognized agencies serving victims of abuse. She recounts that she has always valued her contribution to these agencies and was attracted to this work because she could see the impact that the agencies made on people's lives. When she arrived at Kylén Financials, she was astonished that helping people get their financial house in order could have an equally significant, but different, impact. "I realized after sitting in on a planning session on a particular day that this was important work - it can make a vital difference in the quality of life."  

Registered representative of & securities offered through Voya Financial Advisors, Inc. (member SIPC)

Kylén Financials is not a subsidiary of nor controlled by Voya Financial Advisors

A person's opportunity to work with a financial adviser should not be limited by their wealth, but instead, be dependent upon their desire to build a financial foundation that will help meet their needs and goals.  I focus on helping clients gain an understanding of the basic principles of finance, and empower them to take control of their financial future by helping them understand their protection, accumulation, and retirement needs. 

I select products and investment vehicles based solely on the needs of my clients, whose objectives are first and foremost in my decision making process. 

As an investment adviser representative of Voya Financial Advisors, Inc., I have my Series 7 and Series 65 registrations.  I have my Life, Accident and Variable Products Insurance Licenses.  I have also earned the CRPC designation (Chartered Retirement Planning Counselor).

Carole immigrated to the USA in 1977 from the United Kingdom. She was fortunate to be able to work full time and pursue an undergraduate degree in 1987. She graduated from Sacred Heart University in Fairfield Ct. where she received a BS in Finance. At that time, she entered the Financial Services Industry.

After 17 years, she has learned from numerous clients that she's worked with in the retirement planning world that people had a tremendous need not only to focus on retirement planning, but focus on their total financial house. She joined Voya Financial Advisors, Inc. in 2007 as a Financial Adviser.

Through this relationship with Voya Financial Advisors, she joined Kylén Financials Inc..  Kylén Financials Inc. was searching for a southeast financial planner to partner with. Our planning philosophies matched and she was honored to represent Kylén Financials Inc. in the southeast with an office located in Suwanee, GA.

Her job is to investigate the financial concerns of my clients, develop a plan of action, and implement and monitor the plan.

Although her clientele is diverse in age and gender, over the years she has had a passion for helping women, so she has done so through offering seminars designed to inform women to be more comfortable with the subject of money. She is a strong supporter of women's issues and proud to be a member of the national group Women in Insurance and Financial Services (WIFCS).