Kyle primarily serves successful business and medical professionals who are navigating career changes, promotions, executive benefits, and retirement planning. He also enjoys serving military professionals who have transitioned to civilian careers in corporate America.
He is passionate about taking care of his clients while developing and maintaining long-term, goal-focused relationships with them. He relentlessly focuses to serve his clients’ best interests by providing comprehensive financial planning, risk management and portfolio strategies all while maintaining a biblical perspective.
His goal for his clients is to provide them with the wisdom, knowledge and tools needed to pursue their financial goals, make sound decisions, and have clarity and confidence around their finances. His determination and optimism provide his clients and co-workers with a positive and motivating outlook. “I’m always looking at life with a glass-half-full mentality,” Kyle says.
Kyle holds the professional designation of Retirement Income Certified Professional®, as well as Series 7, 63 and life and health licenses. He also has a Master of Science degree in finance with an emphasis in financial planning from Liberty University. In addition to serving his clients, he is also involved in our practice’s business development and new client relationship management.
Kyle moved to Raymond James with our team in 2022. Previously in his career, he worked as a wealth management advisor for the Anderson Wealth Management team at Northwestern Mutual. Earlier in his life, served on active duty as a combat engineer officer in the U.S. Army and then as a member of the Colorado National Guard. He earned his bachelor’s degree from Clemson University, which is where he also completed the Army ROTC program and commissioned as an Army officer.
When not busy serving his clients, Kyle is a volunteer with his church’s outreach ministry, serving the community in many ways, such as disaster relief and home construction for families in need. He also enjoys serving with other notable charities such as Hunters for the Hungry and Mary’s Home.
Kyle was born and raised in Leesburg, Virginia. Today, he and his wife, Brenna, and children, Jasper and Bonnie, divide their time between Leesburg to be close to family; and Colorado Springs, where they have established roots and enjoy city life in the mountain shadows.
In his free time, Kyle enjoys hunting and training his bird dogs, Hootie and Boomer. He also enjoys snowboarding and surfing, as well as watching Clemson football and tailgating with family and friends.