Registered Client Services Professional
Kayla aims to keep everything in our office running efficiently. She is active in the operations of the office and is passionate about building strong relationships with our clients. Kayla is often the friendly voice clients hear on the phone. She handles appointments, distributions, client records, account settings and paperwork. If you have any questions about your accounts, or need to make changes to your account settings, Kayla can help.
Kayla joined Mekosh Financial Services in 2016 after graduating from Arizona State University with a B.S. in Finance. She spent 3 years in the banking industry at Wells Fargo while earning her degree. Kayla holds her Series 7 and 66 licenses and is a Notary Public.
Kayla seeks to make a positive impact in the community through her volunteer work with administrative duties and adoption events at Lost Our Home – an animal rescue shelter in Tempe.
Kayla is a native of Arizona and she loves to travel the world. In her spare time, she enjoys hiking, dancing and reading.
Check the background of this investment professional on FINRA’s BrokerCheck