As an experienced Financial Advisor, I am able to make complex financial concepts seem more simple and easy to understand. Through a process that emphasizes both a thorough understanding of your financial situation and a long term relationship, we can help you accomplish your financial goals and desires. I believe that every financial situation is different and should be treated as such.
Personal and Community
- Born in Farmville VA
- Played football, basketball, and golf in high school
- Nominated for the McDonald’s All-American high school basketball team
- Graduated from Roanoke College in Salem, VA with a BS in Business Administration
- Played basketball at Roanoke College all 4 years
- Kyle and his wife, Jenny, have 4 kids - Nicole, Owen, Logan, and Paxton
- Members of Trinity United Methodist Church
- Coaches Upward Basketball
- In free time, enjoys playing basketball, working out, running, playing golf, and really any outdoor activities
Professional Qualifications
- FINRA series 7 and 66 Licenses
- FINRA series 6 and 63 Licenses
- Life insurance License
- Health Insurance License
- Long Term Care License
- 9 years of total MDRT qualifications*
- 3 years of Court of the Table qualifications**
Professional Services
- Investment Planning
- Retirement Planning and Distribution
- Employee Benefits
- Business Planning
- Risk Management Planning