Having worked in financial planning since 2018, Kyle and his team provide advice on investment management, retirement strategies, estate and legacy planning, life and health insurance, educational savings programs, and wealth transfer. When he was just 12 years old, Kyle and his brother started a lawn care business for their local community, in which he learned the value of a hard-earned dollar and taking pride in one’s work. His grandfather also taught Kyle to pay himself first and start saving as early as possible. It’s this sincere belief in the importance of financial knowledge and education that he extends to his clients. To help educate them, Kyle strives to learn all he can as well about his clients’ life, family, dreams, and goals, to better explain all the opportunities available for their financial success. Kyle received his Business Administration degree from Northern Illinois University. He received his Series 7 and Series 66 securities licenses in 2018. Then in 2022, Kyle became certified as an Accredited Asset Management Specialist (AAMS®), allowing him to further grow his financial expertise to better assist his clients. Kyle lives in Sugar Grove, IL, with his wife, Kathleen, and their two young children. He volunteers for several local charities with a passion to serve his community. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
