Kay Edwards

Kay helps to keeps client experiences seamless and operations moving. She manages front‑of‑house support, organizes documentation and paperwork, coordinates schedules, and handles end‑to‑end office administration—stepping in wherever needed to keep advisors and clients on track. 

Kay has set her sights on advancement in the wealth management industry and is laying the groundwork—studying core planning principles and client service best practices. 

Outside the office, Kay is most at home outdoors—skiing, hiking, camping, fishing, taking road trips, and foraging—or in the kitchen cooking some fun recipes. Married since 2020, she enjoys sharing life with her husband and their two pups.