Desiree Kaul

Desiree has over a decade of experience in financial planning, counseling, and education with individuals from all walks of life.

Her areas of expertise are cash flow, debt management, retirement planning, tax planning, and planning for a loved one with a disability or special health need. Growing up without much understanding of money management, Desiree developed a passion for finances after navigating her own financial hiccups early in her career. Desiree prides herself on being a lifetime learner and holds specialty financial designations in military finance and special needs planning. She thoroughly enjoys assisting others with achieving their financial goals. Desiree is the spouse of a Retired Army Veteran and has one adult son. Desiree lives on the Atlantic coast of Florida and enjoys kayaking, boating, walking the beach and reading when she is not at work.