Kyle has been in the financial planning and insurance businesses since 2015 and holds FINRA Series 7 and 66 registrations as well as life and health insurance licenses. Kyle is a graduate of University of Northern Iowa and has a Masters of Business Administration from the University of Iowa. He is a member of NAIFA, and a Dave Ramsey SmartVestor Pro. Kyle specializes in client-centered financial planning that focuses on retirement planning, education planning and wealth management with investment products; as well as risk management planning using life, health, disability and long term care insurance solutions.
Kyle and his wife Brooke along with their two daughters reside in Cedar Rapids. He enjoys reading, golfing, snowboarding, traveling and Iowa Hawkeye Sports.