Kyle builds lifelong relationships with his clients, helping them take hold of their spending and saving so they can secure a financially stable future for themselves and those who matter most. His practice specializes in working with high-achieving young adults who want to build wealth with confidence.
In high school, Kyle co-founded a small exotic car photography business where he learned the importance of small details and an entrepreneurial spirit. He leverages both of these skills now as a personal financial advisor.
Kyle recognizes that while you’re building a career, you have limited time to focus on hands-on investing. He seeks to be your money advocate.
For every client situation, Kyle studies the details and possible outcomes to design a strategy that invests for potential and meets his client’s risk tolerance with the goal of creating long-term financial success.
Set up a free, no-obligation consultation with Kyle today.
Kyle is a long-time Californian. He grew up in Rancho Cucamonga, California, and moved to San Diego to attend San Diego State University and receive his Bachelor of Science in Business. Now, he is excited to build a career in the city and help those in his community build wealth and change their lives forever.
Outside of work, Kyle enjoys snowboarding, baseball, hiking, and exotic car photography.
- SIE, Series 7, and Series 66
- California Life and Health Insurance
Kyle works closely with North Star financial advisor and associate partner Zachary MacDougall to provide comprehensive wealth-building strategies for his clients.
Comprehensive fee-based financial planning
Financial planning can be helpful for many individuals, especially young professionals, if they are wanting a financially stable future where they will not outlive their money.
Life is unexpected, and life insurance can provide valuable financial security to your family if you pass away. Kyle helps you prepare for uncertainties by securing a policy that works for your current and future needs.
Kyle and Zach are registered representatives and investment advisor representatives of CRI Securities, LLC and Securian Financial Services, Inc. CA Insurance #4098645