About our group

“I believe clients come to us because they hear about the value we place on relationships – many which have lasted decades. The foundation of our philosophy is to be transparent and respectful.”

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The son of educators, Kyle enjoys helping clients make sense of their finances and how economic and market conditions can affect their investments. Kyle finds it particularly satisfying to see clients experience their “aha moments,” when they can appreciate the strategies behind their individualized paths toward financial independence and other desired outcomes.

Kyle began his career as a financial advisor in 1992. Prior to joining RBC Wealth Management in 2018, he spent 25 years at Merrill Lynch. Kyle earned a Bachelor of Arts in Economics and Political Science from the University of North Carolina at Chapel Hill. He has the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning Counselor (CRPC^®) designation from the College for Financial Planning.

Personal

A native of North Carolina, Kyle and his wife, Paula, are proud parents of three children. When he’s not spending time with his family, Kyle stays active on the tennis court and golf course. Kyle is also a big supporter of the UNC Tar Heels.