Mia Byrne

With five years of experience in the financial services industry and a Bachelor’s degree in Finance from The University of Texas, Mia brings a strong commitment to exceptional client service and meticulous attention to detail to her role. As a Paraplanner and client service professional, she takes pride in supporting both clients and advisors- staying organized, anticipating needs, and helping ensure every aspect of the client experience is handled thoughtfully and efficiently.

Mia’s dedication to excellence has earned her the Ultimate Digital Excellence Award for two consecutive years, a distinction that reflects her commitment to providing a high-quality client experience and continually finding ways to improve how clients are served.

Outside of work, Mia enjoys staying active and spending time outdoors, whether walking her dog, golfing, or biking. She also loves cooking, gardening, tackling DIY projects, and she is rarely far from a good cup of tea. Whether learning something new, finding a creative outlet, or spending time with family, friends, and her dog, Mia brings the same curiosity and enthusiasm to her personal life that she does to her work.