Financial Analyst

Our Team

Kyron Harold, CFA

Senior Financial Analyst

Kyron provides client portfolio data maintenance, monitors outside retirement account securities and cash flows, troubleshoots client portfolio data, and produces all Client Quarterly Reports. He specializes in firm metrics analysis and 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.

Kyron graduated Magna Cum Laude in 2008 from The University of Central Florida. His minor was International Business. While at UCF, Kyron was a member of the Burnett Honors College, a program for select students to pursue advanced studies. 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 Trocki

Client Services Coordinator

Kelly joined the firm in March, 2012, and provides administrative support to the entire team. She also is the cheerful voice answering the phone and greeting clients and guests. Prior to moving to Florida in 2011, she was the Administrative Assistant for two Certified Financial Planners in a wealth management firm in Manchester, N.H. In this position for almost five years, her responsibilities included ensuring the Compliance requirements were met for the fee-based firm. Kelly was also responsible for opening new accounts, processing and following up with transfer paperwork, and working directly with the clients via email, telephone and office visits. When asked the favorite part of her new position with us, there’s no hesitation: “talking with and helping the clients.”

Kelly attended The University of Southern New Hampshire. Since joining the firm, she has acquired notary certification so clients may have their documents notarized in the office.

Kelly and her husband, Paul, moved from Weare, N.H. and now live in Apopka. 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, baked from scratch, and catered.” Now, they are enjoying the Florida life style, especially the beaches, bike riding and involvement in the Apopka Rotary. Kelly loves doing anything outdoors, especially gardening, beachcombing and swimming. She is an avid Curves patron and loves playing with Boo Boo, their 16 pound and obviously pastry-fed “Maine Coon” cat.