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.

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® 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.

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.