Kyle serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Kyle brings to his clients more than 9 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a mutual fund company as a Senior Regional Sales Specialist. Kyle has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Kyle earned a Bachelor of Science degree in Finance from Missouri State University.
Kyle enjoys golfing, fitness, barbecue, traveling, and spending time with his wife Kenzie and daughter Olivia.