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relationship manager · retirement

dallas, tx


Kayla Foltmer joined intellicents in 2021 as a Relationship Manager in the Retirement Plan Consulting division. Kayla brings 14 years of retirement plan relationship management, sales, and consulting experience. In her current role she works with plan sponsors and plan participants to drive positive retirement savings outcomes.

education & certifications

Kayla graduated with a B.S. from Texas Tech University in Lubbock, TX. 

Additionally, Kayla holds the following designations and has previously passed securities exams:

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law

  • Texas Life and Health Insurance License.

my idea of

living the dream

Experiencing all life has to offer! The ability to travel, meet people from all walks of life, reading, eating all the good food, the ability to pursue your passions, and make a positive impact with everyone I come in contact with.

dream job

this is my

I love what I do because I get to help people. Financial wellness is something that we don’t teach in school but impacts every aspect of your life. I am blessed to be able to meet wonderful people and partner with them to achieve whatever savings goals they may have.

this is how i

make it real

I am most happy when I get to enjoy the company of my family and friends. My husband Michael and two children, Finley and Fiona, are my loves. We are most happy hanging poolside, beach trips, reading, and exploring new places and things. There is nothing better than getting to experience life through the eyes of my children. I get excited about putting together a good party, finding the perfect gift I know someone will love, cooking a fabulous meal, being spontaneous, and long naps!

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