Kyle has worked in the financial industry for over 18 years in various roles in banking, fintech, and wealth management. Kyle graduated from Utah State University with dual bachelor’s degrees in finance and economics along with a minor in Japanese. He also earned an MBA from Weber State University.
Kyle has both a passion for and expansive knowledge of the financial industry. He uses his analytical expertise developed throughout his career to help clients plan their ideal retirement and work towards their financial goals — sometimes in more detail than they bargained for! He loves collaborating with clients to help them find the path forward that is best for them, always keeping their best interests at the heart of every plan.
Outside of the office, Kyle loves spending time with his family and playing the guitar and drums. He and his wife, Lindsay, live in Bountiful with their three children — Halle, Jace, and Max. Their family also has a mini goldendoodle named Trooper. His children are active in sports and outdoor activities, including mountain biking, baseball, basketball and skiing. He LOVES coaching their teams and cheering them on at their races and games.