Kylie Richards has been promoted to co-owner and partner at Professional Financial Associates, marking a new chapter in PFA's growth and development. She joins Timothy Monty, who has led the PFA for more than a decade.
"We are thrilled to welcome Kylie as a co-owner and partner," Monty said. "Her expertise, dedication and fresh vision have been invaluable to PFA, and I look forward to working alongside her to lead our company into the future."
PFA has been serving clients for more than 20 years, providing financial planning, investment management, retirement planning, estate planning coordination and insurance services to individuals and small business owners.
The firm joined LPL Financial at the beginning of 2024 and opened a new office in Williston in June.