Putting your money to work for your goals can seem overwhelming, but Kyle can help you make intentional, well-informed decisions.
As a financial advisor, Kyle’s mission is to help you identify what matters most to you and create a strategy of small, significant steps to get there. With his help, you can begin to make strides toward your financial independence, no matter where you currently stand in your financial health.
Kyle works with physicians and dentists as they complete their training—residency or fellowship—helping them build a firm financial foundation. He also helps more experienced dentists and medical professionals with retirement scenarios so they can find confidence in their future.
He works with experienced advisors and specialists in the North Star Medical Division to provide his clients with comprehensive services and detailed investment approaches.
In your first meeting, Kyle will get to know you personally, answer your questions, explain the services available to you, and determine the best way to proceed. From there, he works on your behalf to develop a strategy that helps you reach your future goals one by one.
If you’re looking for an advisor who understands the needs of your profession and is committed to your success, contact Kyle for your free, no-obligation initial consultation.
Originally from Ann Arbor, Mich., Kyle graduated with a Bachelor of Business Administration in Finance from the University of Iowa. In his spare time, he enjoys fishing, heading outdoors, cooking, and taking his dachshund for walks.
- Series 7 and 66 registered
- Life, Health, and Variable licensed
Business owner solutions
Comprehensive financial planning
Income protection strategies
Tax-efficient investment strategies*
He holds financial strategy seminars at the University of Iowa Hospitals and Clinics, University of Michigan, University of Detroit Mercy, University of Pittsburgh, University of Nebraska, and Creighton University.
Stay tuned for upcoming events and webinars!
Kyle is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
3467271 /DOFU 2-2021