4 weeks ago
Retirement Plan Menu Design
Thoughtful investment menus can increase participation and a have a...
Financial Advisor,
Relationship Manager
Kaylie joined CAPTRUST in 2017. She serves as a financial advisor, relationship manager, responsible for providing investment advisory services to high-net-worth individuals and families.
Prior to CAPTRUST, Kaylie was an intern for Knox Capital Group in the greater Salt Lake City area. She earned her Bachelor of Science degree in certified financial planning in just two years from the University of Utah. She also holds the CERTIFIED FINANCIAL PLANNER™ designation.
4 weeks ago
Thoughtful investment menus can increase participation and a have a...
4 weeks ago
For nonprofit leaders and investment committee members, understanding fiduciary responsibilities...
4 weeks ago
If you haven’t made a plan for what will happen...
1 month ago
Investors entered the opening quarter of 2023 on the edge...