Kyle graduated summa cum laude from Loyola University Maryland where he received a Bachelor of Business Administration with concentrations in Economics and Finance. He also spent his four years at Loyola competing as a member of their Division I tennis team and serving as team captain. Prior to graduating, he worked as an equity research intern with a Baltimore-based wealth management firm and as a business management intern with a Fortune 500 defense contracting corporation.
Kyle joined Strategies for Wealth because of our unique protection first planning philosophy. Rather than simply chasing a designated portfolio return, his holistic approach to wealth strategies combines both growth and protection in order to create a comprehensive and practical financial strategy. Kyle’s main goal is to provide financial clarity for his clients so they can feel stable and confident in the decisions they make.
He currently resides in Oceanside, New York where he was born and raised. In his free time, Kyle enjoys playing and watching sports, hiking, and spending time with friends and family.
Strategies for Wealth is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.