Kayla brings more than a decade of hands-on financial services experience to her role, grounded in a career built through real-world learning and deep client relationships. She began her career in banking, spending five years at a large community bank where she developed a strong foundation in client service, operations, and trust-based relationships. She later transitioned into the investment space, where she has spent nearly a decade as a Client Service Associate supporting high-net-worth clients and advisory teams.
Kayla’s career path is a point of pride: she has built her expertise through experience, curiosity & consistency, often bringing a unique and practical perspective where traditional paths aren’t the norm. Known for her ability to bring clarity and calm to complex situations, Kayla thrives on the details – anticipating needs, streamlining processes, and making sure nothing falls through the cracks. She is a steady, thoughtful partner who brings structure to ambiguity and approaches every interaction with warmth and care.
Outside of work, Kayla enjoys taking in the wonderment of the Oregon Coast, organizing just about anything (the messier, the better), and actively giving back to her community. Fun fact: before launching her career, Kayla worked at a local cinema, where her lifelong love of movies and buttery popcorn was born.
Questions? Get in touch →
