Kayla Wilson

Kayla works as a back-office assistant, providing client services and maintaining firm systems.  She assists with tax preparation, financial plan preparation and document management.  Kayla also performs research and support for a wide array of ancillary services we provide for our clients.  She is an important part of keeping our office working efficiently and providing holistic financial services for our clients.  

Kayla enjoys hiking and spending time in the great outdoors, especially with her incredibly intelligent Labrador Retriever, named Cash (after Johnny Cash “Man in Black”), her fiance' and her son.