Our team focuses on working with affluent individuals and families to address wealth management needs that extend beyond retirement income planning. We often assist these clients with financial strategies designed to preserve their wealth and pass it on to future generations, or to leave a charitable legacy. Gathering detailed financial and demographic information is critical to developing a successful goals-based investment approach. Our goal is to deliver customized service that surpasses client expectations. Every member of our experienced team strives to be easily accessible and readily responsive to client service requests.

Kayla joined Merrill as an advisor after graduating with a bachelor’s degree in finance from the University of St. Thomas – Minnesota. She started her career working with Merrill as an intern in our Manhattan office and has built a successful career helping clients ever since.

Kayla focuses on providing a holistic and customized wealth management approach. This method starts with discussing a client’s current and future goals, and assessing how the team’s capabilities could support them. She prides herself on her ability to listen to and interpret clients’ ideas about their financial situations, preferences and goals. She holds a leadership position on her team to help others leverage her acumen in the development of wealth management.

Additionally, Kayla has extensive experience working with corporate retirement plans, leading the team’s education program, relationship management, and development of 401(k) clients. Kayla holds two designations, including the Certified Plan Fiduciary Advisor, CPFA^TM and the Certified 401(k) Professional (C(k)P^®). She can offer access to offer ERISA 3(21)(A)(ii) fiduciary advisory services for plans. She is an energetic problem solver who finds ways to address the needs of clients using the strengths of various resources of the firm. She is registered in every state, which allows her to work with clients as they move and grow throughout their lives.

Furthermore, Kayla is the co-chair of her team’s marketing and business development committee, leading the team in the latest strategies to connect with clients.

Kayla lives in Lincoln Park and enjoys traveling, cooking, skiing, and spending time with family and friends. In her free time, she fosters animals, volunteers, and is an Associates Board member with Wright-Way Rescue. Additionally, she serves on the Associates Board with The Cradle, an adoption agency for infants.