BA Economics and Political Science, Cum Laude, Miami University of Ohio, Holds Series 65 security licenses.
Kayla Kaltenecker, CFP®
Relationship Manager
Growing up with a parent in accounting, Kayla showed admiration for the finance field’s client-based model of business at an early age. As a Private Client Services Associate for Lido Advisors, LLC, she excels in building long-term client relationships and strives to care for them with her love and knowledge of economics.
After guidance from a financial advisor (now mentor) during one of her two summer internships in high school, Kayla followed her financial advising career path, attending the Miami University of Ohio and graduating Cum Laude with BA in Economics and Political Science. She loves being able to communicate complex financial concepts to others and commonly engages in tax and investment talk with her family at the dinner-table.
In her spare time, Kayla is an avid reader, food fanatic, and traveler. She studies Japanese and German.
