Kayla joined Carlson Wealth Advisors in March 2025 as a Senior Client Service Associate. She makes sure client requests are handled smoothly and efficiently, taking care of the details and paperwork that keep everything running.
Originally from Cincinnati, she earned her bachelor’s degree in marketing from Miami University in Ohio and brings a strong background in client service to her role.
Outside of work, she enjoys traveling with her husband and their two dogs. A lover of fashion, she jokes that she is the office’s resident *expert in handbag investments.*