Kyle has been in the financial and insurance industry for over 20 years. He previously served as a Financial Advisor at Merrill Lynch Wealth Management. Kyle is an Accredited Investment Fiduciary® (AIF®) and holds the Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) designations. He holds the FINRA Series 7 and 66 registrations as well as his Life, Health, and Variable annuity license. Kyle enjoys helping people pursue their financial goals by analyzing their financial picture and creating a comprehensive plan for their future. He strives to earn and maintain the trust of each client, taking the time to understand the unique needs and circumstances of each individual. He monitors the investment strategy regularly and at every client review check-in. In his free time, Kyle enjoys spending time with his wife, Staci, children, grandchildren, and family—whether they are on vacation, at the lake, or enjoying a simple backyard cookout.