Aldrich Wealth
Kayla Cook, CFP®, is a Lead Advisor and Senior Wealth Manager at Aldrich Wealth, where expertise lies in strategic wealth management for individuals, families, and organizations since May 2014. Prior to this role, Kayla served as Branch Operations Manager at OneRiver Financial Group, focusing on client relationship building and portfolio trading. Earlier experience includes positions as a Graduate/Research Assistant at Eastern Washington University and a High Risk Loan Accountant at Northwest Farm Credit Services. Kayla holds a Bachelor's degree in Finance and Economics from the University of Montana and an MBA in Finance from Eastern Washington University.
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Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $4.5 billion in assets under management.