Kyle has more than 22 years of experience in the financial services industry. He is passionate about helping people with one of the most important aspects of their lives and cares deeply about his clients and their financial well-being.
As a Chartered Retirement Planning Counselor℠, Kyle has in-depth knowledge of the needs his clients face both before and during retirement, and addresses important issues such as retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more. .
Kyle is also a CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Before joining Raymond James in 2013, Kyle served as a senior vice president, investments, at Merrill Lynch, and a financial analyst at PNC Bank. He earned degrees in finance and economics from Miami University in Oxford, Ohio.
Kyle is active in many community organizations. He is a board member and past chair of the Coalition for a Drug Free Greater Cincinnati, where he serves on the finance and development committees. He has also been a member of the board and executive committee for the Drug-Free Action Alliance and currently serves on the Warrior Coalition, an anti-drug abuse group in the Mariemont school system.
Originally from Dayton, Kyle lives in Terrace Park, Ohio, with his wife, Melissa, and children, Hayden, Reed and Reagan. In his free time, Kyle enjoys hockey, soccer, running, platform tennis, duplicate bridge, mountain biking and watching his children participate in athletic activities.
Congratulations on achieving membership in the 2016 Chairman's Council.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.