Kyle started in the financial service industry in 2019 and joined The Point Financial Group in August of 2021. He obtained his Certified Financial Planner (CFP®) designation in 2023, which is recognized for its standard of excellence for competent and ethical personal financial planning.
Kyle focuses on financial planning to give clients a holistic overview of their financial situation and goals. He currently holds his Series 7 and Series 66 registrations with LPL Financial.
Kyle enjoys playing his guitar in free time, as well as road trips across the western US.