Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning ®
English
Kyle was born and raised in Washington DC and moved to South Carolina in 2009 to attend the University of South Carolina. It’s there that Kyle met his now wife Katie and decided to put down roots in Columbia. Kyle is a CERTIFIED FINANCIAL PLANNER ® with over a decade of experience specializing in retirement planning. When Kyle is not helping his clients, you can find him spending time with Katie and their daughter Ava, attending Gamecock events, golfing, or being outdoors with his basset hound Buddy. Kyle gives back to his community with his involvement in coaching soccer for SC United, Alex’s Lemonade Stand, and Beads of Courage.
CRN202611-5330375
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University of South Carolina (2009-2013), American College of Financial Services
Spending time with Katie and their daughter Ava
Attending Gamecock events: Golfing: Being outdoors with his basset hound Buddy
Million Dollar Round Table (MDRT)
NAIFA
FINRA
FINSECA
Carolina Sunshine for Children
Alex'
s Lemonade Stand
South Carolina United FC