As Director of Family Office Services, Kayla specializes in building and enhancing relationships with family offices, ensuring their unique insurance and risk management needs are met with precision and discretion. She partners closely with advisors and family office teams to design tailored coverage strategies that protect assets, support long-term goals, and align with each family’s priorities. With 15 years of experience in the personal insurance industry, specializing in private client services, Kayla has a relationship-first approach. Kayla leverages her expertise to simplify complex insurance structures, identify emerging risks, and deliver seamless service. Her focus is on creating lasting partnerships that provide clarity, confidence, and peace of mind for multi-generational wealth management.

 

Her work began with a direct writer where she gained hands on experience educating clients one to one and built a robust network of trusted relationships for ongoing business development.  Her drive and commitment to client education and success culminated in a transition to the brokerage world where she honed her focus to the unique needs of the high-net-worth clientele.

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Kayla is a Certified Private Risk Insurance Advisor (CPRIA). She holds a Bachelors Degree in Political Science from Bloomsburg University.