A culture of service From a collaborative, family team
Kyle helps create the greater financial picture for clients, by assembling and interpreting data to create our custom reporting and financial plans. He assists the financial planning team and works closely with Kate, Jeff, and the rest of the team to help ensure our clients have a seamless experience.
He is a CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor Representative (Series 66), and holds the Pennsylvania Life and Health Insurance license.
He graduated from the Shields School of Business at Saint Francis University with a B.S. in Accounting and played for the men’s soccer program (NCAA Division I). He was born and raised in State College, PA and currently resides in Altoona, PA. In his free time, he enjoys Olympic-style weightlifting and spending time outdoors with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.