Kyle and his wife Christie, live in Walled Lake where they are actively involved with their church and community. Kyle enjoys spending time with his family, boating in the summer, and can be found in the woods during the fall. He is actively involved with the City of Walled Lake by volunteering on the Planning, Zoning, and Parks & Recreation Commissions.
Kyle graduated from Central Michigan University with a Bachelor of Science degree in Business Management, he also obtained his Master’s Degree in Finance from Walsh College. In addition to his college education, Kyle is a Charted Retirement Planning Counselor (CRPC).
Kyle has been a licensed financial consultant since 2007 and spent his career thus far at E-Trade Financial and TD Ameritrade. He was a financial advisor for numerous years and later on was in charge of leading large advisory teams in the metro-Detroit area. Throughout his career, Kyle has built his business by putting his clients first and providing transparent financial advice through a financial planning process.
As a Wealth Advisor, Kyle provides client investment strategy oversight, financial planning and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Kyle currently holds FINRA Series 66, 63, 7, 10, 9, and 24 registrations through LPL Financial. He has Life/Health Variable Insurance License in Michigan. Financial advisors backed by LPL Financial are proud to be a source of objective advice for accumulating and managing personal wealth.
*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue.