Kyle is a 2013 graduate of Capital University and has been a member of the practice since working on a part-time basis during college. He holds the FINRA Series 7 and 66 securities registrations as well as Ohio life, health and variable annuity licenses. Kyle is an Investment Adviser Representative of Raymond James Financial Services and a Certified Financial Planner® practitioner*.
As coordinator of the practice's financial planning and review processes, Kyle analyzes each client's unique situation and then prepares or updates financial plans. He prepares for and conducts client review meetings. He is also extensively involved in portfolio management and risk planning solutions.
Kyle is an alumnus of the Union County Chamber of Commerce Leadership Institute and volunteered as a marshal at the Memorial Golf Tournament at Muirfield Village and the Dublin Irish Festival. Kyle is an avid golfer and devoted to physical fitness.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with any of the companies mentioned.