Senior Financial Planner, Wealth Manager
Kayla Cook, CFP®
- CERTIFIED FINANCIAL PLANNER™
- Series 7 and Series 63 security exams
- Personal finance, financial planning and investments
- High-net worth individuals
Kayla joined the firm in 2014. She has many years of experience working in the areas of personal finance, financial planning, and investments. Kayla is responsible for analyzing a client’s financial information and determining the best approach for meeting their objectives. In addition, Kayla provides strategic wealth management for individuals, families, and organizations. She is a CERTIFIED FINANCIAL PLANNER™ professional and has completed the Series 7 and Series 63.
Kayla graduated from the University of Montana with a Bachelor of Science in business administration with an option in finance. She also has her Master of Business Administration degree from Eastern Washington University.