Meet Kayla


 Kayla’s organizational abilities and attention to detail help her excel in her role as our Operations Manager. She works directly with our Client Relationship Managers to create a seamless and comfortable client experience. Whether ensuring timely responses in the new client documentation process, or nurturing the growth of long-standing accounts, Kayla makes sure our team has all the resources needed to provide the highest standard of service. 

A Michigan native, Kayla graduated from Central Michigan University with a degree in Personal Financial Planning. Outside of the office, she enjoys spending time with friends and trying out new recipes in the kitchen. 


Favorite food:


If I could meet anyone, past or present, it would be:

Warren Buffet

What motivates you:

Leaving an impact in clients’ lives

Favorite holiday:


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