portrait of Kayla D Goetz

About Kayla

I became a financial advisor to educate and advocate for families, and to help them maintain financial confidence when life or the market throws them a curve ball. My passion for this industry came from personal experience.

My curve ball was thrown in 2009 after my partner passed away. I became a single mom and sole provider. Overwhelmed and grieving, I met with our financial advisor. He had empathy and foresight for what lay ahead. We created a plan that built my confidence and I started to thrive. He advocated a better life for me during a hard season....

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Divorce Finances

Work History

  • Edward JonesOctober 2021 to Current
  • LPL Fiinancial LLCDecember 2015 to October 2021

Personal Interests

  • Music
  • Running
  • Spending Time with Family
  • Traveling
  • Community Outreach

Team Members

  • Sierra Cook
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

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