With more than 15 years of experience in Wealth Management, Kyle helps individuals, families, and business owners simplify financial complexity through personalized planning and investment management. He works closely with clients to develop strategies aligned with their goals, values, and long-term vision, empowering them to make confident financial decisions at every stage of life.
Kyle believes financial advice extends beyond managing investments and it begins with building a customized financial plan to accomplish what matters most to each client and building lasting relationships based on trust, transparency, and thoughtful guidance.
Kyle lives in Matthews, North Carolina, just outside of Charlotte, with his wife, Kacey and their two sons, Colt and Boone. Outside of work, he enjoys spending time with his family, coaching his sons’ sports team and staying active in the community and local church.
Education and Professional Designations:
Masters in Business Administration - Campbell University
BBA in Trust and Wealth Management - Campbell University
MS Personal Financial Planning - Kansas State University
CERTIFIED FINANCIAL PLANNER™ - CFP ®