Kayla M. Bertram

Senior Relationship Manager

I am a dedicated Senior Relationship Manager, holding Series 7 and 63 licenses since 2019. I have a passion for serving clients with care and precision. With over nearly a decade in the financial industry, I’ve honed my skills and have helped make a difference in clients’ lives. My mission is to make financial management convenient and efficient, anticipating and fulfilling client needs with a keen attention to detail. I thrive on building genuine connections with clients, striving to understand their unique circumstances and goals. My definition of success for clients involves helping them achieve financial security and confidence.

In my personal life, I cherish my partnership with my husband, Andrew, and the joy of raising our daughter, Evie. Outside of work, I’m an avid photographer, capturing precious moments and creating lasting memories with my family.

Let’s build a brighter financial future together, one built on trust, dedication, and a commitment to doing what’s right for you.

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