Our Team
Financial Planner
Kayla Phillips, CFP
From a young age, Kayla always had a heart for helping people with their finances. She is passionate about seeing the trajectory of people's lives change and helping clients align their money with purpose and values.
Kayla initially started her career in Corporate Finance as a Financial and Treasury Analyst. While Kayla enjoyed analyzing trends within corporate budgets, she felt a void because her work didn’t directly impact people’s lives nor set them up for financial success.
Kayla transitioned careers to wealth management in 2021 and obtained the CERTIFIED FINANCIAL PLANNER™ certification to commit herself to the professional standards of the financial planning profession. Outside of work, Kayla enjoys playing tennis, working on house projects, and spending time with friends/family.