OUR TEAM
KYRON HAROLD, CFA
Senior Financial Analyst, CCO
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Kyron provides total data maintenance for all client portfolios, including outside retirement plans and all accounts on the Schwab platform. He conducts Client Portfolio Reviews and produces all Client Quarterly Reports. He leads the firm’s ongoing macroeconomic research and selection of securities. He spearheads the analytics for the portfolio model decisions made by the Investment Committee. He is responsible for placing all trades required when rebalancing client portfolios and ensures the accuracy of all transactions. As Chief Compliance Officer, he is responsible for the firm meeting all compliance requirements of the SEC.
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 when he joined 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 earned his CFA charter in 2015 while working full time for the firm.
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.
ERIC WALTER, MBA, CFP®
Advisor, Financial Planner
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Eric joined the firm the first business day of 2018 after leaving his financial representative position at Northwest Mutual Life Insurance Company in Orlando. He is responsible for creating and updating all Financial Plans for Spraker West Wealth Management clients, and writes the Financial Planning Corner for the SWWM Client Quarterly Commentary and website Commentary Blog.
Eric is heavily involved in tax planning, alongside John West, calculating and ensuring annual IRA required minimum distributions (RMDs) and qualified charitable distributions (QCDs) are accurate and complete by year’s end, analyzing opportunities for Roth Conversions and other planning strategies, and reviewing client tax returns for errors and omissions. Eric also assists the Trading Department, reviewing trade orders and placing buys and sells, as needed.
Eric’s motivation for joining Spraker West Wealth Management was the ability to be on a long-term professional career track and help clients articulate and prioritize their life goals, organize their financial data, and consult on strategies to achieve those goals. He sees the Financial Plan as a living document and understands the importance and reward of clear financial decision-making processes throughout both working and retirement years.
Eric received a B.A. in Education from the University of Kentucky in 2004. He attained his Certificate in Financial Planning from Boston University in May 2020, and in October 2020 became a CERTIFIED FINANCIAL PLANNER™ professional. Eric recently completed an MBA from Boston University's Questrom School of Business, graduating with high honors in August 2023.
Eric and his wife, Jaimie, live in Longwood with one of their two sons and rescue dogs. Their eldest son is in the Army and has one daughter, with whom they love spending time. Eric enjoys playing with their dogs, hiking, bike riding, and working in their Florida native flower garden. Originally from Kentucky, he is an avid South Eastern Conference fan, especially Kentucky basketball, and follows the Cincinnati Bengals and Reds as well.
Caitlyn Cawthon
Client Service Coordinator
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Caitlyn started at the Firm in January of 2023 as the Client Service Coordinator. As Client Service Coordinator, Caitlyn assists in onboarding new clients, money movements, beneficiary designations, scheduling, and manages the Customer Relationship Management database among other client service needs.
Caitlyn has a decade-long history with the Firm before joining as an official Team member. She met Susan and John at her first job out of college at what was originally Community Food & Outreach Center, and is now known as United Against Poverty. John and Susan sat on the nonprofit’s Board of Directors, and Caitlyn was one of the organization’s liaisons to the Firm. She always enjoyed
working with Spraker West in a community service capacity and is thrilled to now be a member of the Team. She greatly appreciates the warm welcome she has received from all Spraker West Wealth Management clients and allied professionals.
Caitlyn graduated with a B.A. in History and a minor in Nonprofit Management from the University of Central Florida (go Knights!) in 2013. She spent the majority of her career in fundraising and development, working for poverty alleviation, rare genetic disorder, and arts & culture organizations. She also spent a year consulting for new and small nonprofits, helping them jumpstart their fundraising programs. While wealth management is a new industry for her, she has had extensive experience helping in donor relations, and she is excited to learn from the best in the business.
Caitlyn is a native Floridian, having grown up on the west coast in St. Pete Beach. She moved to Orlando for school and now lives with her husband, Kyle, and their German Shepherd-Siberian Husky mix, Lola, in Altamonte Springs. She enjoys listening to a good audio-book and playing dominos with her friends in her spare time. During college football season you will find her at the Bounce House cheering on the UCF Knights as a proud season ticket holder and alumna.
Pam Bertram
Administrative Assistant
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Pam joined the Firm in August 2023 as our Administrative Assistant. She will typically be the first person you will interact with when calling into the office by determining how best to serve our clients and the last person you will see when you leave. She acts as the behind-the-scenes assistant for the entire Firm.
Pam assists the entire Team on many of the internal day-to-day operations of the Firm, including bookkeeping, bill payments, filing, compliance, and office organization. She is also integral in the client meeting process, coordinating the calendar, and prepping internal reports.
Prior to joining the Firm Pam had extensive experience in operations and back-office support with a national security company. Her unique background and skillset of empathy and compassion are an excellent complement to the Team.
Pam is a native Floridian. She grew up in the Tampa Bay area, and now lives in Altamonte Springs enjoying her life with family and friends. When Pam is not working, you can find her enjoying beach trips with her grandkids Ellie and Eason. When it is too cold for the beach, Pam is enjoying a great book or watching college football!