Kaylyn Bugay, Owner & Lead Advisor
Kaylyn Bugay founded KB Financial Planning LLC in 2021 with the goal of creating a more proactive and relationship-oriented approach to tax planning and advisory.
As both an Enrolled Agent (EA) and CERTIFIED FINANCIAL PLANNER™ professional, Kaylyn combines tax expertise with long-term financial planning perspective to help clients navigate increasingly complex financial decisions with greater clarity and confidence.
She specializes in working with:
- business owners
- real estate investors
- high-income professionals
- military families
- and individuals seeking more strategic tax guidance throughout the year
Kaylyn earned her Bachelor of Arts degree in Finance from the University of Alaska Anchorage and has spent years building expertise across tax planning, financial planning, and client advisory services.
After volunteering with multiple military organizations providing financial education to servicemembers and military families, she was awarded the FINRA Foundation Military Spouse Fellowship and completed the Accredited Financial Counselor® (AFC®) designation in 2020. She has also served as a Fellow and AFCPE® symposium application reviewer.
Kaylyn’s work is rooted in proactive planning and long-term stewardship. She particularly enjoys helping clients align their long-term financial goals with thoughtful tax strategy and practical decision-making throughout the year.
Lee Bugay, Operations Manager
Lee Bugay supports the operational side of KB Financial Planning LLC, helping ensure clients experience an organized, responsive, and efficient process throughout the year.
After retiring from a successful 26-year military career, Lee joined the firm to help strengthen operational systems, workflow management, client experience, and long-term infrastructure.
His background in leadership, accountability, systems management, and process improvement provides a strong operational foundation for the continued growth of the firm.
Lee focuses primarily on:
- operations management
- workflow coordination
- systems and technology
- client process support
- internal organization
- and operational efficiency
Firm Philosophy
KB Financial Planning LLC was founded on the simple belief that tax planning should help clients make better decisions throughout the year — not simply react to outcomes after the fact.
As financial lives become increasingly complex, many individuals and business owners are looking for more than transactional tax preparation alone. They want thoughtful guidance, proactive communication, and a trusted advisor who understands the broader financial picture.
Our company was intentionally built to provide that kind of relationship.
As a boutique advisory firm, we prioritize:
- strategic thinking
- clear communication
- responsiveness
- long-term planning
- and high-quality client relationships built on trust
Our goal is not to operate as a high-volume tax preparation firm, but to provide thoughtful and proactive support for clients navigating growing financial complexity.
Together, Kaylyn and Lee bring complementary strengths to the business and a deeply collaborative partnership. As spouses of more than two decades, they understand the importance of trust, communication, consistency, and long-term stewardship — both personally and professionally.