As an Associate Advisor, Kyle supports the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials, tax coordination and special projects as needed. He provides direct assistance to client advisors.
A CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Kyle is a graduate of the University of Maryland, College Park where he earned a Bachelor of Science degree in Accounting and Finance.
Previously, Kyle was a Client Services Specialist at an LPL advisor in Catonsville, Maryland. He currently resides in the Federal Hill neighborhood of Baltimore, where he enjoys the city nightlife and various sports leagues.
