Kayla serves as Assistant Vice President, Technology & Best Practices in the firm’s Fulton, Maryland office. She joined the legacy StratWealth team in 2016 and has a passion for optimizing the client experience and internal operations through implementing efficiencies with technology systems.

Previous Experience

  • StratWealth
  • Rowe Price

Education & Credentials

  • BSBA, Duquesne University – Palumbo–Donahue School of Business
  • Project Management Professional (PMP)
  • Financial Planning Qualified Professional (FPQP)