Kyle is an Independent Financial Advisor who has a passion for helping families change their family trees leaving a lasting legacy. Like many couples, Kyle and his wife had questions about money early in their marriage, therefore they decided to take action and enrolled in some classes to gain better knowledge and control of their finances. Through the next decade, they implemented and grew their financial plan for their household. A few years back as Kyle began to consider other career paths, he was encouraged to explore a future in the financial industry. His passion for financial planning and helping others drove him into the career he loves today. Kyle holds series 6, 7, 26, 63, 65 securities licenses with a Health and Life Insurance license.
Kyle and his wife Melissa live in Pittsford, NY with their two boys. Kyle enjoys distance running and will lace up the shoes any chance he gets. He especially loves running with his sons and trail hikes with the family.
- Equipping families, businesses, and churches with the education and resources to thrive financially.
- Encouraging people to make themselves a priority first.
- Helping you better understand your investment plans