Kayla Bates

Kayla began her career in Financial Services as an Executive Assistant to Jim Greene. From there, she was promoted to CSA and is now the Firm Development Specialist and Practice Champion for Synergy Wealth Alliance. She loves working in a rapidly evolving and expanding firm, where she is challenged to take on new projects and grow her knowledge. 

Kayla always strives her to deliver a high level of client service and satisfaction. She firmly believes in Synergy's mission and core values, and hopes to one day become a stakeholder in the firm. 

Outside of work, Kayla enjoys doing puzzles, rollerskating, and traveling with her 14 year old son, Zane. She also loves playing the Ukulele in tandem with Zane on the trombone.