Kayla Rounds

Analyst & Client Relationship Manager at Soltis Investment Advisors

Kayla Rounds is an Analyst and Client Relationship Manager at Soltis Investment Advisors, a position held since January 2022. Prior experience includes working as a Baker at Crumbl Cookies from March 2021 to March 2024 and serving as an Administrative Assistant at America Health from April 2019 to September 2021. Kayla holds an Associate's degree in Elementary Education and Teaching from Brigham Young University - Idaho, which was earned between September 2016 and December 2020.

Location

Seattle, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Soltis Investment Advisors

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.


Employees

51-200

Links