Kyle specializes in creating financial and retirement plans as well as analyzing Social Security claiming strategies and other issues facing retirees. Additionally, he manages many of the insurance cases for the team’s clients including life insurance, long term care, and annuities. As a graduate of Indiana University, Kyle holds a Bachelor of Science in finance as well as a minor in theater. In addition to his study of finance, he was heavily involved in music and theater throughout high school and college and is a former member of the Indianapolis Children’s Choir and the Indiana University Singing Hoosiers. He currently lives in Indianapolis and is a member of Toastmasters International and the Greenwood Chamber of Commerce.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) n the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.