Associate Financial Planner
With Apriem Since 2018
Expertise: Organization and creative problem solving – particularly developing processes and approaching obstacles in financial planning with new and innovative approaches.
Serves clients to the highest degree: A big believer in the golden rule, Kayla treats clients as she wishes to be treated and doesn’t hesitate to go above and beyond in every situation.
Always be learning: Seeks out learning opportunities in all things she does, and strives for new ways to apply her knowledge and experience for her clients.
Finds balance: Loves being outside and staying active by mountain biking, snowboarding, hiking and playing sports. On a more relaxed note, she enjoys drinking good coffee and watching movies – or anything else that involves her friends and family.
Fun fact: Used to work as a river rafting and rock-climbing guide.