Based in Baltimore and Washington, D.C., Kyle works together with James Jaderborg to help their client base of physicians and their families work toward financial independence. While money can often be an uneasy topic, Kyle’s goal as an advisor is to become a trustworthy and approachable source for his clients. By providing a high level of personal service, he hopes to help make the uncomfortable topics as comfortable as possible. Understanding how hard his clients work and the years they have dedicated to their practice, Kyle strives to make their finances work for them in the most appropriate and efficient manner possible for their unique situation.
“Most people look back and regret not the things which they did, but rather the things which they did not do. Why not do a little extra?”
Working with medical professionals at varying stages of the financial spectrum, Kyle and his team are able to use their independent platform as advisors to select and recommend the products or strategies most relevant for the client’s situation. They seek to provide their clients with the resources to not only help protect their income, but also strive to allow them to someday exit their profession and comfortably transition into retirement. Kyle and his team regularly hold informational dinner seminars for physicians in both the Baltimore and Washington, D.C. areas.
Kyle’s areas of focus include:
- Asset Protection Strategies*
- Debt Management
- Retirement Preparation
- Risk Management
- Tax-Efficient Investment Strategies*
- Wealth Management
- FINRA Series 7 and 66 registered
- Life and Health Licensed
- Variable Life and Annuity Licensed
Raised in Highland Heights, OH, Kyle went on to graduate from Johns Hopkins University with a degree in Natural Sciences and pre-medicine concentration. Kyle’s hobbies include football, trying new restaurants, puzzles/word games, movies and road trips.
Interested in learning more about Kyle? Give him a call at the number listed above.
Kyle is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 1430587/DOFU 3-2016
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
BaltimoreLegg Mason Building
100 International Drive, 23rd Floor
Baltimore, MD 21202
WashingtonNorth Star Resource Group
1015 15th St NW
Washington, DC 20005