Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and has nearly a decade in the financial services industry. His goal is to make hard-to-understand financial terms relatable and approachable. Throughout his career, his focus has been on working with retirement plan participants of all ages and backgrounds.
Before joining Spartan Wealth Management, Kyle spent five years at Sentry Insurance as their Retirement Plan Education Manager. Prior to that, he gained valuable experience working at both Merrill Lynch and Transamerica.
Kyle holds an array of certifications and licenses:
- Certified Financial Planner™
- Qualified 401(k) Consultant
- Qualified 401(k) Administrator
- Accredited Investment Fiduciary
- Certified Plan Fiduciary Advisor
- Chartered Financial Consultant
- Chartered Retirement Planning Counselor
- Series 7, 6, and 63 licenses
- Life, Health, and Variable Annuities licenses
Kyle and his wife Alison live in Brighton, Michigan. When he’s not immersed in financial matters, Kyle enjoys an active lifestyle. He’s an avid golfer, and both he and Allison are competitive pickleball players.