KYRON HAROLD, CFA
Kyron provides client portfolio data maintenance, monitors outside retirement account securities and cash flows, troubleshoots client portfolio data, presents client Portfolio Reviews and produces all Client Quarterly Reports. He leads the firm’s ongoing investment model analytics. As a member of the Investment Committee, Kyron researches and evaluates securities for clients, spearheading all securities research. Other activities include placing trades and client account reconciliation.
While completing his B.A. in Finance, Kyron interned with a wealth management firm where he assisted financial advisors in investment research and provided day-to-day operational support by updating and reconciling client account positions. This allowed him to quickly step into the Analyst position at Spraker Wealth Management after joining the firm in May of 2009.
Kyron graduated Magna Cum Laude in 2008 from The University of Central Florida. His minor was International Business. Kyron is a CFA® charterholder and earned his charter in 2015. Originally from Trinidad and Tobago, his parents moved the family to the Central Florida area in 1994 so that he and his brothers could obtain a college education. Kyron is a movie aficionado and enjoys listening to music. He is also an avid soccer fan.
Client Services Coordinator
Kelly joined the firm in March, 2012 as Receptionist and Administrative Assistant to the Team. She was promoted to Client Services Coordinator and Compliance Assistant in August of 2016. Prior to joining the firm she was the Administrative Assistant for two Certified Financial Planners® who owned a wealth management firm in Manchester, N.H.
As Client Services Coordinator, Kelly is responsible for onboarding clients to the Spraker Wealth Management investment platform: consolidating statements, opening new accounts, document processing, and following up with the Schwab Institutional Service Team to ensure a smooth and efficient, trouble-free transition, whether the assets are annuities, mutual funds, stocks, bonds, cash, or old life insurance policy cash values. She is
responsible for servicing all client accounts, including client additions to or withdrawal from their annuities, IRAs, trusts, joint accounts or individual accounts.
Kelly oversees the maintenance and accuracy of the Customer Relationship Management (CRM) information, documenting as needed client personal information, client estate plan updates, beneficiary designations, and a multitude of other key data points.
As Compliance Assistant she maintains compliance related reporting documents required by the Securities and Exchange Commission on a quarterly and annual basis.
Kelly and her husband, Paul, moved to Apopka, FL from Weare, N.H. An interesting tidbit of history for them: in the 90′s, they owned a bakery in Derry, N.H., where, according to Kelly, “We did everything required to run a company while baking from scratch for both a retail and wholesale business. We also catered for office parties.” Now, they are enjoying the Florida lifestyle, especially the beaches. Kelly loves doing anything outdoors-gardening, bike riding, paddle boarding, and downhill skiing to name a few. In the past year she became a serious yoga enthusiast but her favorite sport is playing with their 16 pound, Maine “Coon” cat, Boo Boo.
Eric joined the firm January, 2018, and is responsible for creating client personal Financial Plans. He assists in Trading, Client Services, and research projects for client advising.
After working for a life insurance company creating financial plans, his desire to work with clients on a more personal level led him to join Spraker Wealth Management. The work of helping clients articulate and prioritize their short-term and long term goals, organize their financial data, and consult on the strategies to achieve those goals is what motivated Eric to join the firm. He sees the personal Financial Plan as a living document and knows the importance and reward of being on a team to help clients with their financial decision-making processes throughout both working and retirement years.
Enrolled now in the Boston University Financial Planning program, Eric received his BA degree from University of Kentucky in 2004. He’s an alumnus of the Alpha Tau Omega fraternity. He moved to Florida in 2007 where he met his wife, Jaimie, an elementary school teacher in Winter Park.
They live in Longwood with their two boys and dogs, Parker & Jett. They love to ride bikes, walk their dogs, get in the pool, and watch sports (especially UK basketball). They also enjoy wood-working, thrifting, and family scrapbooking.