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