Kayla began her career at MFS Investment Management, where she developed a strong foundation in investment principles and an early appreciation for the impact of thoughtful financial planning. She later expanded her experience through consultative sales roles within large corporations like Xerox and Tesla, building a reputation for understanding client needs, simplifying complex ideas, and delivering tailored solutions.
Most recently, Kayla worked in Business Management & Development within the Behavioral Healthcare field, as well as providing individual business consulting. Her work in this field supported a team that experienced significant multi-state expansion, contributing to substantial organizational growth and increased market presence nationwide. She supported organizations through growth, operational challenges, and expansion. This experience strengthened her ability to navigate complex situations and reinforced the importance of trust, clarity, and long-term thinking with empathetic approaches to individual situations.
Today, she brings this diverse background into her work with clients—helping individuals and families make informed financial decisions, plan for the future, and build strategies around retirement and long-term financial security. She is committed to making the financial planning process approachable and personalized, so every client feels informed, confident, and supported every step of the way.
Kayla enjoys spending family time with her husband and three small children. She also enjoys playing recreational sports, gardening and being outside in nature whenever she has the opportunity.
