IMG_0688 2.jpg

About Kayla

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


In her free time, Kayla loves to support her husband, Philip in his career as a football coach by attending games and other school functions. She also enjoys all things food, traveling, spending time with family, making frequent plans for girl’s weekends and taking her dog, Winston on walks. Kayla’s 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 sweatpants.

 


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- Client Resource Manager with JBR Co.-Financial Management Inc.
2015-2016 Wealth Management Assistant for Allard Financial Advisers
2012-2014 Client Resource Manager for JBR Co.-Financial Management Inc.