Kayla strongly believes in the importance of planning – and she loves helping people create plans to reach goals!
With every client, Kayla brings an open mind, creative ideas, and distinctive skill set to the table. Kayla is a CPA and in a unique position to understand the complexities of clients’ tax situations and provide objective information to help them make informed decisions.
Whether your financial goals are large or small, specific or broad, Kayla is ready to assist you. Her expertise includes:
- Estate Planning
- Retirement Planning
- Investment Planning
- Education Planning
- Strategic Business Planning & Consulting
- Risk Management Planning
- Trust services**
When asked what she enjoys most about her role as a financial advisor, Kayla said, “I love the holistic nature of being able to give guidance on many aspects of clients’ financial pictures. Because I believe that the person who does your financial planning must also understand the complexities of your tax situation, let’s talk about creating a financial plan with an understanding of your tax situation.”
Originally from the East Coast, Kayla has called Kansas City home for 10 years now because of her love for the city, the people, and everything it offers. When she’s not working with her Financial Planning clients, she enjoys thrifting and fashion, keeping up with fitness, and hanging with her cat – Jellybean. She looks forward to talking with you!
*Licensed but not practicing on behalf of MassMutual or MML Investors Services, LLC or it affiliated companies. Authorized for accountancy services in the following states: KS, MO
**Trust services offered through the MassMutual Trust Co., FSB.