As Lifeguard Wealth’s Client Service Manager, Kaylie focuses on efficiency and the overall client experience. She works behind the scenes keeping every step of our wealth management process running smoothly and ensuring each client’s experience reflects the care and attention they need. Kaylie has a background in working with fiduciary investment firms and Fidelity Investments. She has a Bachelors in Financial Planning with a Minor in Business Management from Utah Valley University. In the past, she has obtained the Series 7 and 63 financial securities licenses and has plans of becoming a Certified Financial Planner®. Kaylie lives in Spanish Fork, Utah, with her husband, daughter, and their dog. She enjoys making memories with her family, camping, swimming, long distance running, and binge watching a good show.
