As a Certified Financial Planner® professional, Kyle helps mid-career professionals and pre-retirees bring clarity and direction to their financial lives — so they can move toward retirement with confidence and peace of mind, while still living fully today. His role is to serve as a guide: helping clients understand their options, simplify complexity, and align their financial decisions with what matters most.

Before becoming a financial planner, Kyle worked in corporate accounting and tax at Dow Inc. He holds a Bachelor’s degree in Business from Northwood University, with a major in Finance, and completed his CFP® education through the University of Georgia’s Terry College of Business. He currently holds FINRA Series 7 and 66 licenses and operates as a fiduciary, always putting his clients’ best interests first.

Kyle is also a proud Ramsey SmartVestor Pro, working with individuals and families referred through Dave Ramsey’s program as they navigate the Baby Steps and pursue lasting financial freedom.

Outside of the office, Kyle stays active in his community as a member of the Financial Planning Association, the Saginaw County Young Professionals Network, and Holy Cross Lutheran Church. He also serves as Treasurer and Secretary for the Valley Lutheran High School Foundation Board.

When he is not working, you’ll find him golfing, running, skiing, reading, or camping with his wife Lauren, their son Jack, and dog Hank.