Resourceful, tenacious and thorough, Kayla thrives on providing outstanding service to all in her care - it’s her sweet spot. Previously with Waddell & Reed HQ as a Diamond Service Specialist, she was the go-to strategist for top producing advisors. Kayla, working side by side with Brian Hsieh, serves all with a positive can-do attitude and thrives on watching clients grow along their financial journey; these personal connections drive her to do her work. A person of integrity, she listens intently, and truly values caring for others’ ongoing needs.
Kayla’s focus on solid operational processes frees Brian to also deliver white glove service, a hallmark of the group’s client-first approach to advising. In her own words, “It takes teamwork to make the dream work.” Shared values of excellence, accountability and respect align seamlessly with Kayla’s work ethic and service philosophy. She strives for stability and balance in all she does, and wants the impact of her contributions to ripple deep into the people and community she serves.
In her off hours, Kayla leads a busy - and balanced - life with her husband and two young children. She seeks variety in all things such as food, music, and family adventures, and says, “experiences are my niche!” A graduate of Washburn University, Kayla holds a BA in Mass Media and a minor in Political Science.
Kayla acts as a non-registered associated person of LPL Financial, LLC. She is authorized to assist LPL Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the LPL Financial Advisor she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm.