Born and raised in the suburbs of Chicago, Kyle’s journey into the world of finance was inspired by his upbringing, where he learned the importance of financial acumen for a more opportunity-rich and less stressful life. With a Bachelor’s in Finance from DePaul University, a CFP® certification, and FINRA Series 7 and 66 securities registrations, Kyle has consistently built on his ability to serve clients.
Kyle takes pride in his work’s balance between the analytical and the personal, leveraging technology and deep tax planning to offer modern, comprehensive financial planning. His approach emphasizes that “there is more than one path to retirement” and that clients should expect more than just investment advice. As a proud member of the LGBTQ community, he aims to provide “Wall Street advice for Main Street families,” especially those in the LGBTQ community.
Kyle leads a rich personal life. Engaged to his partner John, they share their home with their beloved whippet dogs, Toby and Chloe. Their lives are filled with walks in forest preserves, gardening, DIY projects, and close involvement with their extended family. Kyle’s hobbies, including tending to freshwater aquariums and being an avid reader of fantasy and non-fiction, reveal a person who values continuous learning and nurturing deep relationships.
Education and Credentials:
- Bachelor’s in Finance, DePaul University
- Certified Financial Planner (CFP®)
- FINRA Series 7 & 66 Securities Registrations
- CA Insurance License #4156467
Personal Life and Interests:
- Engaged to partner John; no children but has two whippet dogs, Toby and Chloe
- Enjoys walks, especially in forest preserves, gardening, DIY home projects, and traveling
- Hobbies include freshwater aquariums, house plants, reading (fantasy and non-fiction)
