Kayla joined Crestwood in 2019 and serves as a Client Advisor.
She is primarily responsible for service and financial planning related needs of clients in connection with the wealth management team. Kayla collaborates with the other members of the Crestwood team to find efficient and effective solutions to help clients achieve their goals given their unique circumstances. By focusing on integrating comprehensive financial planning into each engagement with clients, she strives to ensure that portfolio management complements each client’s broader wealth goals.
Kayla graduated magna cum laude from Tufts University with a BA in Economics and Spanish. She was also a member of the varsity softball team at Tufts that won two NCAA Division III National Championships. Kayla is a CERTIFIED FINANCIAL PLANNER ™.
Kayla currently volunteer with the Boys and Girls Club of Charlestown. When not in the office, she enjoys cycling, skiing, traveling and spending time with friends and family.