Kayla Brake

Administrative Professional

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Kayla joined the Cambridge Source Office Assistant program in June of 2023. Kayla specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. She currently lives in Fairfield, Iowa, where she enjoys puzzles, kayaking, and spending time with family.

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