I love that I get to encourage clients to give radically, pursue the passions God has given them, and experience what it means to live fully.
Ask Kaile About: Competing in the Miss Virginia pageant, her adventures backpacking, or her latest venture into body email@example.com (717) 796-1700
Kaile serves as a Financial Analyst on Matt and Zak’s advisory team. She answers client questions and follows up on meeting action items to ensure efficiency, accuracy, and client satisfaction throughout the Financial Life Planning process—from exploration, to planning, to implementation.
A bit about her background:
Kaile graduated from Liberty University in 2023 with a B.S. in Business Administration with a concentration in Financial Planning. While at Liberty, she served as a Peer Financial Coach in the Center for Financial Literacy and was a member of the university’s financial planning club, T3 (Time, Talent, Treasure). Through her local church, she also served with Bedrock 127, an organization dedicated to helping foster families and children.
What Kaile says she loves most about her job:
“I love that I get to encourage clients to give radically, pursue the passions God has given them, and experience what it means to live fully.”
Outside of work:
When not helping clients achieve their financial goals, you can find Kaile at the gym working on her own fitness goals—from lifting weights, to dry-scooping protein powder, to counting macros, to eating a lot of salmon.
Her favorite organizations: