Kyle joined our team as a Financial Planner in January 2024.  Kyle provides a team-based, solutions-oriented approach to financial planning and investment management.  He specializes in working with successful business owners and families looking to grow, protect, and transfer multi-generational wealth.  Prior to joining our team he was part of a successful financial planning firm in Southern California.  He is a native of the Midwest where he graduated from Purdue University and was a member of their football team.  Kyle has been married to his wife, Betty, since 2017 – they have three beautiful children and two dogs.  Kyle enjoys spending time with family & friends, staying active in a variety of sports & exercise, and he has a passion serving both in his community & abroad.  Kyle is currently a Candidate for CFP® Certification which is the gold standard certification for financial planners & financial advisors.