What motivates you at work?
I’m motivated by the fact that we get to work with our clients to increase their financial literacy and help make sure they are on track to set themselves and their families up for a lifetime of financial success.
What are you passionate about?
I’m passionate about having the opportunity to work directly with our clients to help ensure they’re hitting and exceeding their financial goals.
How do you define success?
To me, success is making sure our clients are exceedingly satisfied with the services we provide and that they trust us when it comes to making life’s important financial decisions.
As Implementation Specialist to the Practice, Kyle provides support to the team which includes, but is not limited to, prepping for, and helping with follow up (as appropriate) from client meetings, preparing detailed & accurate paperwork for client signature, and providing additional support to other team members in their specific roles (as needed).
Kyle graduated from Purdue University and holds a Bachelor of Science degree. He is currently Accident, Life, and Health Licensed in California. Kyle also holds a Series 66 and 7 securities registrations to better serve our client’s needs and prepare for his goal of transitioning to an advisor role.