Client Service Associate
With 5 years of work experience in the banking field, Kayla has gained valuable knowledge about the financial services industry. Her primary responsibility as the Client Service Associate is to maintain a professional and organized environment that allows each advisor to devote his or her full attention to clients and their investment planning needs.
She concentrates her attention on our client’s administrative needs to make certain they are handled efficiently. Kayla prepares the office deposit and facilitates clients’ requests for distributions. She also schedules appointments and answers almost all incoming calls to offer a high level of personalized service. She is the first person you should contact if you have questions about your investment planning process or accounts. She will either answer them for you, or, she will ensure the appropriate member of our team promptly responds to your query.
Education & Professional Achievements
- Bachelor of Business, Management, Western Illinois University, Macomb, IL.
- Kayla lives in Dallas City, IL, where she has lived her whole life
- She is married and has a very spoiled Golden Retriever, Annie
- Kayla enjoys cooking, spending time with friends and family, and traveling