Before founding EXITAdvisors in 2007 Kyle began his career as an Independent Fee Based Financial Consultant through Northwestern Mutual Wealth Management and Private Client Services, doing business as Mooney Financial. During this time he earned his Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP®), Life Underwriting Training Council Fellow (LUTCF), and Certified Exit Planning Advisor (CEPA) designations.
During his 20 years with Mooney Financial and through the numerous conversations with business owner clients, Kyle identified a significant planning gap. Thus, EXITAdvisors was born out of the unique needs of the closely held business owners and their team.
EXITAdvisors is a Value Growth Advising firm specializing in helping owners of closely held businesses plan for their inevitable departure from the business. The process teaches that exit strategy is business strategy. It is about building, harvesting, and preserving family wealth for generations to come and integrating best in class business practices into daily operations. Our methodology focuses on a process that creates and builds enterprise value.
Corleene's role is to help owners of small and mid-sized companies maximize their company’s value and formulate a plan to grow their business, leverage their talent, improve their focus, utilize technology, enhance overall stability, and develop and implement a transition strategy. Corleene works hand-in-glove with Kyle, our expanded team, the client, and the clients team to produce results driven outcomes.
She works with our exceptional team to ensure the plan is executed and updated as life evolves. "I enjoy helping clients work towards goals, solve problems that arise, and uncover risks that they might not have considered." Corleene assists Kyle with
advanced planning (personal and corporate), insurance and retirement solutions, and is fully licensed in Life/Health Insurance. Corleene holds her CERTIFIED FINANCIAL PLANNERTM certification, MBA, and BBA with a concentration in Accounting.
Maria Leon, who goes by "Gaby" is charged with the day-to-day operations of the firm. Execution and operational excellence are her bywords. She has the privilege to be involved in most facets of the firm, and has enjoyed being part of Exit Advisors growth and success.
Gaby is fluent in three languages – Spanish, English and French and is a member of Beta Gamma Sigma.
While attending Graduate school, Gaby served the community helping people with rehabilitation services as an interpreter. Gaby earned her B.A. in International Business through Excelsior College in NY and her MBA through Jacksonville University in FL. She graduated with honors in 2015 and was recognized in Jacksonville Advantage Business Magazine as one of "Jacksonville’s 2015 Top 40 Talent". Gaby sees all of her work, in both her personal and professional life, as an extension of herself and she wants to transfer that to everyone she meets.