CFP
Financial Advisor
With over 25 years in the financial services industry, Kyle brings deep expertise and a personalized approach to each client. He recognizes that every client’s financial journey is unique which is why he develops a customized tailored strategy to your investment experience, time horizon, risk tolerance, personal background, and future aspirations. Working to build genuine relationships is at the heart of his work. Kyle invests time to truly understand each family and individual he serves, before creating a path to guide clients to their ideal financial future.
While working with clients, Kyle’s approach centers on three essential pillars: growing wealth to achieve client goals, preserving it from challenging circumstances or market fluctuations, and ensuring a seamless transition to future generations with optimal tax efficiency. Kyle’s comprehensive process empowers clients to build lasting financial confidence and live life on their own terms. He finds fulfillment in guiding families toward financial independence while helping them navigate the complexities of wealth preservation and legacy planning.
Kyle is a CFP® certificant which is one of the most widely recognized standard of excellence in personal financial planning. The certification is rigorous encompassing extensive expertise across the full spectrum of financial planning disciplines, including tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance solutions. His commitment to professional excellence has earned him consistent recognition as a member of the Raymond James Financial Services Executive Council since 2019, an honor reserved for the firm's top advisors who demonstrate exceptional client service and business practices.
Prior to joining Raymond James in 2016, Kyle began his financial services career at New England Financial in Des Moines, Iowa where he started as a junior financial consultant after graduating from Iowa State University. Later, moving back to the Chicagoland area where Kyle joined Edward Jones building a distinguished career spanning 15 years, there he earned consistent recognition for his exceptional caliber of client service and production. His leadership abilities led to expanded responsibilities where he also helped recruit, train, and mentor emerging financial advisors.
Beyond the office, Kyle maintains an active lifestyle through golfing, running, traveling and reading. He stays active in his community as a youth basketball coach and volunteer for various community service projects organized through his church. Originally from Wisconsin and raised in Chicagoland, Kyle now lives in Huntley, Illinois with his wife, Laura and their two children, Abby and Connor.
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.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Executive Council membership is based on prior year fiscal production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
