Kyle began his career working alongside a CPA and tax advisory firm, where he helped develop and integrate a new wealth management division. This experience shaped his ability to thoughtfully integrate tax strategies with investment decision-making. He later spent seven years at Wells Fargo Advisors and Merrill Lynch, where he refined his approach to comprehensive financial planning and developed enduring client relationships. In 2018, Kyle joined Hilliard Lyons, which became part of Baird in 2019.
As the senior lead of the Walker & Holler Group, Kyle enjoys working closely with clients to develop and implement comprehensive financial plans tailored to their goals. He focuses primarily on investment strategy and financial planning, helping clients make informed decisions with clarity and confidence. Kyle is also involved across all aspects of the planning process, including retirement planning, tax strategy, estate plan review, charitable giving, and more - ensuring each piece of a client's financial plan works together in a coordinated way.
Kyle is a native of Upstate South Carolina and graduated from Wofford College with a degree in Finance, where he also played Division I men’s soccer. Outside of work, he enjoys spending time with his family, watching his kids compete in soccer and gymnastics, and being actively involved in his local church, CityLights Community Church, where he has previously served as deacon chairman. Kyle lives in Simpsonville with his wife, Kristen, and their three children, Naomi, Caleb, and Alyssa.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.