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™)