Kyle Jones

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 offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked as an investment counselor and investment counselor manager for one of the nation’s largest investment advisory firms. There, he advised many high-net-worth individuals, addressing their unique financial needs.

Kyle, his wife and their four kids enjoy hiking, camping, swimming and spending time outdoors. Kyle’s wife, Kendra, is a Tucson-area native, and after spending eight years in Texas, she finally convinced Kyle that moving to Tucson would allow him to train more for triathlons.