Client Service Officer - Financial Planning
Kayla joined Sheridans in July 2021. Having worked with a national advisory firm, Kayla brings with her knowledge and experience gained in the financial services industry.
As a Client Services Officer at Sheridans, Kayla provides administrative support to our financial advisors. She works closely with our clients in assisting them with the implementation and ongoing administration of their financial plans that have been established by our financial advisors.
Outside of work Kayla enjoys fitness and spends her time in the gym or at dance classes.