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Our Team: Kylie C. Ruschioni, CFP®, AEP®

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In her role as Partner, Kylie helps lead JDJ's strategic and business development initiatives and is dedicated to ensuring a consistently outstanding service experience for all clients. Kylie has broad and extensive experience providing administrative family office services to ultra-high net worth individuals. Since joining JDJ in 2007, Kylie has drawn upon her non-traditional and diverse background to collaborate with clients and professional advisors to deliver comprehensive, flexible services to her  clients.

Kylie interfaces proactively with wealth advisors, attorneys, tax accountants and other professional advisors to maintain a holistic picture of her clients' financial well-being. Kylie manages many aspects of her clients' financial lives, including tax planning, estate planning and implementation, customized financial reporting, and investment administration. Persistently thoughtful and creative, Kylie works to solve the unique and complex challenges her clients face.

Kylie was previously a manager at JDJ Resources. In this role, she provided accounting and consulting services to affluent families. Kylie launched her accounting career as Controller for a group of privately held businesses, where she was solely responsible for all financial and administrative functions for several corporate entities.

Kylie holds a Bachelor of Fine Arts degree from the Massachusetts College of Art. Kylie is a Certified Financial Planner® and Accredited Estate Planner®, as well as a notary public. Kylie is an active member of the Boston Estate Planning Council, where she formerly chaired the Women's Initiative Committee. In addition, Kylie is a member of the Family Firm Institute as well as the Institute for Family Governance. Kylie is a Board Member of the Light Foundation and an alumna of The Boston Foundation's Professional Advisors Committee.

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