Kyle H. Flynn
, Certified Financial Planner
Mr. Flynn holds a professional designation license as a Certified Financial Planner. He is a member of the National Association of Financial Advisors (NAPFA), a NAPFA - Registered Financial Advisor, and a member of the Financial Planning Association (FPA). He recently served on the Board of The FPA of Georgia as Director of Public Relations.
Prior to the formation of the firm, Kyle was a Senior Vice President with Bank South Corporation (now Bank of America) where he was employed for twenty-two years. His experiences at the bank included the management of Private Banking, Commercial Lending, Retail Services, Human Resources and Marketing divisions.
He is a graduate of The College for Financial Planning’s CFP Professional Education Program in Denver, Colorado and the American Bankers Association Graduate School of Banking at Louisiana State University. Mr. Flynn received his B.A. degree from Centre College of Kentucky .
Nancy B. Safay, Financial Planning Associate
Nancy Safay is a graduate of Metropolitan State College, Denver, CO where she graduated cum laude with a double major in biochemistry and history. She is also a graduate of Baylor Dental College, Dallas TX.
Prior to joining Financial Discovery, Nancy was a Vice President with Bank South Corporation (now Bank of America) where she was employed for twelve years. She held several positions at the bank including branch manager, re-engineering and merger manager, and director of commercial loan operations.
Her professional skills and financial planning responsibilities include customer service, relationship management, investment operations, problem resolution, and employer sponsored benefit plan analysis.
A "Fee-Only" advisor is compensated solely by the
client, with neither the advisor nor any related party receiving compensation
that is contingent upon the purchase or sale of any product.
We provide comprehensive financial planning and investment advisory services.