Kyle’s focus centers around retirement planning for businesses and individuals, as well as individual wealth management. Kyle works one-on-one with local employers to establish 401(k) and IRA plans for their employees. He also educates workers on their Total Employee Health and Retiree Benefit plans. Outside of these visits, Kyle aids families on investment management and college planning.
After graduating from Genoa High School in 2008, Kyle began his college career at Bowling Green State University where he obtained his Bachelor’s degree in 2012.
Outside of the office, Kyle spends his days with his wife Kala and daughter Berkley at their home in Genoa. When not spending time with friends and family, Kyle likes to play golf in his spare time and keep up with his favorite Cleveland sport teams.
Securities Registered in: FL, GA, HI, LA, MI, NC, NY, OH, VA
Securities Registration Series: 7 and 66
Life and Health Licensed in MI, OH
AIF® Accredited Investment Fiduciary