As an independent financial consultant for over 7 years, Kyle’s objective is to help his clients work towards their goals while building a long term relationship. Kyle dedicates his focus working with business owners and families and spends time working closely with his client’s other advisors such as a CPA or attorney to ensure objectives are addressed.
Kyle is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their current situation to keep them up to date. This creates a trusted bond and ensures that each client’s strategy remains consistent over time as goals, objectives and circumstances change.
Born and raised in Oregon, Kyle graduated from The University of Oregon with a Bachelor’s of Science degree in finance and a minor in economics. He currently resides in Portland and enjoys all that the city and state have to offer. Some notable activities Kyle enjoys include: basketball, racquetball and golf.