About Kayla

Kayla Tweedy studied Finance at The University of Central Oklahoma. Graduating in 2012, she then moved to Ardmore to pursue a career in the financial industry. Passionate about helping individuals with their financial needs, working with Financial Management Inc. was a natural fit. Kayla has experience developing client portfolios, building client relationships and planning client informational events.

In her free time, you can find Kayla and her husband, Philip spending time with their daughters, Emmie and Lilian. Kayla also enjoys traveling, gardening and spending time with friends and family. Her all-time favorite activity is going to the movies where she can be found sneaking in her favorite candy and wearing her most comfortable pair of sweats.   

Educational Background and Business Experience

Designation
Investment Advisor Representative

Formal Education
The University of Central Oklahoma- Graduated 2012, B.A. in Business Administration-Finance

Business Background
Present- Investment Advisor Representative - Financial Management Inc.
2015-2016 Wealth Management Assistant for Allard Financial Advisers