Kyle has been in the financial services industry for over 15 years. He believes that a well-designed financial plan is the most significant tool clients can use to achieve their financial goals.
Kyle began his career in financial services by working alongside a tax preparation business and was responsible for building out a new wealth management division within their company. He later honed his skills as a financial advisor by spending 7 years at Wells Fargo Advisors and Merrill Lynch. Kyle joined Hilliard Lyons in May 2018 before Hilliard merged into Baird in late 2019. He currently holds his CERTIFIED FINANCIAL PLANNER™ designation.
Kyle is a native of Upstate, SC, graduating with a Bachelor of Arts degree in Finance from Wofford College in 2008, where he played Division I Men’s Soccer. In his free time, Kyle enjoys being with his family, coaching and playing soccer, and staying involved in his local church, CityLights Community Church, where he currently serves on the board as deacon chairman. He lives in Simpsonville, SC 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.