Designations and Licenses

Kayla is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Kayla works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Kayla was an operations associate at Glen Eagle Advisors.

Kayla holds a bachelor’s degree in finance from The College of New Jersey.

Personal Interests

Away from the office, Kayla enjoys spending time with her husband, playing tennis and spending a relaxing day at the beach.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.