‍Say Hello To

Kayla Palmer

Client Service Associate

I joined ISTO Advisors in February 2025 as a Client Service Associate. I joined the team with a rich background in serving clients in my past experiences with Fidelity, Raymond James, and a local private bank. I enjoy building my expertise in the wealth management industry to best direct clients and team members to resources and resolutions quickly and accurately.

I live in Metro Detroit. I reenergize myself by spending time with family and friends, cooking, checking out local restaurants, and traveling to new spots around the world.

Why I joined ISTO…

I joined ISTO because of the kindness and warmth I received during the interview process. ISTO also emphasized that they truly care about their clients and employees and put them first. Working for larger firms you often experience getting lost and looked over and often don’t get the opportunity to learn and grow and I could tell that was something I could do at ISTO.

How I am In Service To Others…

I think the title Client Service Associate truly embodies exactly what I do. I am in service to our clients as well as my colleagues by assisting in any way I can whether it be scheduling meetings, money movement, opening accounts, or even simply sending a birthday card or thank you.

The Core Value I resonate most with at ISTO is…

Unwavering commitment to excellence and innovation… in everything we do. This core value resonates with me the most because I truly believe you should also strive to be the best version of yourself both personally and professionally. This mindset fosters growth, adaptability, and a lasting impact within any team or organization.