Family:
- Raised in Riverton, Wyoming
- Married (Warren)
- Sons – Parker, Gavin and Cooper
Education:
- Western Governors University
- Bachelor of Science in Business Administration
Services:
Kayla is a Client Service Associate with experience supporting wealth advisors through comprehensive client service, account administration, and operational support. She is skilled in managing new account openings, transfers, distributions, account maintenance, client communications, CRM management, and meeting preparation. She serves as a respected point of contact for clients, responding to inquiries, resolving service issues and proactively following up on outstanding requests. She helps with supporting robust end-to-end client experiences from onboarding through ongoing relationship management. She is dedicated to building strong client relationships and delivering efficient, high-quality client experiences.