Kayla Nieman joined the industry in 2003 after graduating from Eastern Illinois University with a Bachelor’s of Science degree in Finance. She holds the Retirement Income Certified Professional RICP® designation and received the “Retirement Benefits Specialist, Tax-Sheltered Plans” title from AXA Advisors. As a vital part of the RBG (Retirement Benefits Group) at AXA, she specialized in retirement planning for public school employees and non-for-profit organizations.
Kayla joined the team at Summit Wealth Strategies in 2015 and continues to focus on retirement income planning for individuals, with particular expertise in pension maximization. As a partner and female advisor with the firm, she emphasizes a client-centric and multi-generational approach to doing business.
Kayla is a native of small town USA, growing up in Teutopolis, IL. She currently resides in Warson Woods, MO with her husband Eric and two children. She is active with the Kirkwood School District PTO and a guest presenter on “Investing for Beginners” in local high schools. She voluntarily coaches many youth sports in the area and is involved with the Mid-County YMCA Advisory Committee as well as Variety the Children’s Charity, St Louis Chapter.