Kyle Flynn

Financial Consultant

Helping young physicians and professionals navigate their unique financial world and achieve personal goals.

 

Kyle Flynn

Financial Consultant

About

Based in Baltimore and Washington, D.C., Kyle works with physicians and their families to accomplish their financial goals. While money can often be an uneasy topic, Kyle works to become a trustworthy and approachable source for his clients. By providing a high level of personal service, he hopes to make the uncomfortable topics as comfortable as possible. Understanding how hard his clients work and the years they’ve dedicated to their practice, Kyle strives to make their finances work for them in the most appropriate and efficient manner for their unique situation.

Working with medical professionals at varying stages of the financial spectrum, Kyle and his team use their independent platform 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 themselves, but also someday exit their profession and comfortably transition into retirement. Kyle and his team regularly hold informational dinner seminars and webinars for physicians in both the Baltimore and Washington, D.C., areas.

Qualifications:

  • FINRA Series 7 and 66 registered
  • Life and Health Licensed
  • Variable Life and Annuity Licensed

Raised in Highland Heights, Ohio, Kyle went on to graduate from Johns Hopkins University with a degree in Natural Sciences and pre-medicine concentration. Kyle’s hobbies include road trips, football, and trying new restaurants.

Services

Kyle’s areas of focus include:

  • Debt management and student loan repayment
  • Comprehensive financial planning
  • Disability and life insurance strategies
  • Retirement funding options
  • Wealth management

Team

Dani Biever
Dani Biever

New Business Coordinator

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Laura Logan
Laura Logan

Financial Planning Coordinator

Max Miller
Max Miller

Disability Insurance Consultant

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Contact

Connect with Kyle

    Office locations

    Baltimore

    Legg Mason Building
    100 International Drive, 23rd Floor
    Baltimore, MD 21202

    Get directions

    Washington, DC

    1015 15th St NW
    Washington, DC 20005

    Get directions

    Kyle is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 2490675/DOFU 4-2019