A headshot of associate Kyla Taylor. She has long black hair pulled back with a black headband, and she is wearing a black collared shirt.

Kyla Taylor

Kyla Taylor supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2023.

A headshot of associate Andrew Bass. He has short brown hair and is wearing a navy blue suit.

Andrew Bass

Andrew Bass assists with operational processes such as client onboarding, account maintenance, and reporting. He also supports the team with the trading of equities and fixed-income securities. He joined the company in 2022.