The Watchman by David Pettit
Kayla T. Koeber

Kayla T. Koeber, CFP®, CIMA® Wealth Management Advisor

A graduate with a degree in economics from the University of California at Santa Cruz, Kayla began her career in the financial services industry in 2000 after a 20-year career in the Southern California film and television industry. After 15 years as a wealth management advisor at Merrill Lynch, Kayla joined Raymond James in 2015 and launched her independent practice, Voyager Wealth Advisors, Inc.

Kayla has completed the requirements to achieve certification as a Certified Financial PlannerTM professional and continues to meet ongoing certification renewal requirements. In 2008, she became the first financial advisor in the southern Utah area to achieve the prestigious Certified Investment Management Analyst® (CIMA®) designation through the Wharton School of Business, and in 2010, she received certification as an Advanced Portfolio Strategist through the Investment Management Consultants Association (IMCA). She holds Series 7, 24, 66 and insurance licenses.

Kayla was born in Honolulu, Hawaii, and spent her youth between Washington, D.C., and Tokyo, Japan. An active member of the St. George community, she has served on the Board of the American Association of University Women (AAUW), the Board of the Kayenta Arts Foundation, the Vision Dixie Steering & Implementation Committees and is a member of the Southern Utah Estate Planning Council. Kayla served as inaugural co-chair of eSMART, the first math and science camp for young girls in southern Utah, and is a strong advocate of education and opportunity for all girls and women. She and her husband, Dean, live in Silver Reef, Utah, and are passionate fans of anything outdoors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.