Meet Kaila
Kaila is a Wealth Advisor based in Lake Placid, New York. She joined Mercer Advisors after serving as Director of Client Planning and Strategy at Long Run Wealth Advisors for nearly seven years. She began her financial services career in 2013 at Goldman Sachs Ayco Personal Financial Management as an analyst and advanced to associate and is a CERTIFIED FINANCIAL PLANNER® professional. She earned a B.S. degree in finance, with a minor in economics, from Siena University.
Kaila’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Kaila has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
Her working style
Kaila’s approach is simple: Listen first, advise second. She is thorough and transparent by nature but always takes her cue from clients — some want the full picture, others want the highlights. Either way, you’ll always know exactly where you stand with Kaila.
Kaila in real life
What keeps you busy outside of work?
Life outside work includes early morning runs, weekend hikes, ski days with the family, and long afternoons on the boat. I love to travel and explore new places. It keeps me grounded in what matters most and reminds me every day why helping families build toward their dreams is such meaningful work.
Favorite thing about where you live?
There’s something special about building a life and a career in a place as extraordinary as Lake Placid, where Olympic history meets Adirondack wilderness. The Adirondacks have a way of putting everything in perspective — and that spirit of intention and appreciation shapes everything I do for my clients.
How do you give back?
Outside of work, I’m committed to my community and serve on several local boards.
Meet Kaila’s Teammates
Kevin Brady
Sr. Wealth Advisor
What Kaila Says
I work closely with Kevin, a skilled investment-focused partner, so clients get the full picture — thoughtful, personal planning alongside disciplined investment management.
Lynn Magnus
Sr. Wealth Advisor
What Kaila Says
Lynn and I challenge each other in the best way. She brings fresh ideas and strategies that keep our thinking sharp and current, and together we’re able to offer clients something far stronger than either of us could deliver alone.
Tyler Frank
Relationship Manager
What Kaila Says
Great financial planning works only when the details are executed flawlessly. Tyler is the kind of relationship manager who follows through on everything, every time, giving clients the confidence that their financial life is being handled with the same care they’d give it themselves.
Mikayla Ploof
Relationship Manager
What Kaila Says
Behind every smooth client experience is someone making sure nothing falls through the cracks. I’m fortunate to work with Mikayla, who brings incredible attention to detail and genuine care to every interaction so clients always feel looked after, not just advised.
Ready to learn more?
Explore More
