Kayla Pavela
Senior Associate, FinanceKayla serves as a Senior Finance Associate in our Madison, WI office. In this role, she supports the firm’s client billing process and reporting, and assists in other various internal team functions. She brings four years of experience in client service from her previous position at NFP Retirement and holds a bachelor’s degree in Personal Finance from the University of Wisconsin – Madison. Outside of work, Kayla loves restoring furniture for her ever-changing apartment.
Previous Experience
- Advisor Associate at NFP Retirement
- Client Associate at Bronfman Rothschild
- Retirement Plan Advisory Intern at Bronfman Rothschild
Education & Credentials
- BS, University of Wisconsin – Madison, Personal Finance
- University of Wisconsin – Madison, Certificate, Studio Art
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
