Kyle began his financial planning career in 2015 and primarily focuses on family and small business planning. He enjoys helping clients reach their short- and long-term financial goals. Kyle graduated with honors in 2005 from the University of Northern Iowa with a BA in Marketing and a Minor in Economics. He received his Master of Business Administration (MBA) with distinction from the University of Iowa in 2010.
Kyle has obtained his CERTIFIED FINANCIAL PLANNER (CFP®) designation. He is an Investment Advisor Representative of Royal Alliance Associates, Inc. and holds his FINRA Securities Registration Series 7 and Series 66 as well as Life and Health Insurance Licenses.
On a local level he is a member of NAIFA Eastern Iowa (National Association of Insurance and Financial Advisors) and is currently a board member of the Society of Financial Service Professionals Eastern Iowa Chapter.
Kyle and his wife Brooke reside in Cedar Rapids and they have two daughters. Kyle enjoys golfing, Iowa Hawkeye sports, snowboarding, reading, traveling and spending time with his family.