Kaylie Shepard

Kaylie joined Affinity Wealth Solutions in 2024 as the Client Relations Director, bringing a passion for connection, service, and client experience. She earned her Bachelor’s Degree in Business Administration from Northwood University in 2023 and has since become a licensed member of the team, holding her FINRA Series 7 and Series 66 registrations.

In her role, Kaylie is dedicated to supporting the advisors at Affinity in delivering thoughtful, tailored financial guidance—helping clients feel confident in the plans they create for today and the future. She takes pride in being a trusted point of contact and ensuring every client feels heard, supported, and valued.

Kaylie lives in Stockbridge with her husband, Lucas, and their dog, Jax. Outside the office, she enjoys relaxing at the lake, spending quality time with friends and family, and making the most of Michigan’s seasons.