Kayla joined the firm at the end of 2018, after spending the previous seven months as a retirement plan advisory intern. She assisted with quarterly client performance reports, review of plan assessments, and maintenance of investment software. Previously, she worked as the financial coordinator and specialist for several organizations within her community, and is excited to pursue her passion for financial planning. Originally from Milwaukee, she will be working as a liaison between plan advisors and corporate clients. In her spare time, Kayla enjoys attending events with exhibiting artists and guest speakers at the Madison Museum of Contemporary Art (MMoCA).
- Retirement Plan Advisory Intern at Bronfman Rothschild
Education & Credentials
- University of Wisconsin – Madison, BBA, Personal Finance